United Capital Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,892
| Closed | -$771K | – | 1203 |
|
|
2021
Q4 | $771K | Sell |
14,892
-9,119
| -38% | -$472K | ﹤0.01% | 745 |
|
|
2021
Q3 | $1.14M | Sell |
24,011
-16,121
| -40% | -$765K | 0.01% | 639 |
|
|
2021
Q2 | $1.93M | Buy |
+40,132
| New | +$1.93M | 0.01% | 547 |
|
|
2019
Q4 | – | Sell |
-7,995
| Closed | -$255K | – | 1397 |
|
|
2019
Q3 | $255K | Sell |
7,995
-4,562
| -36% | -$146K | ﹤0.01% | 1110 |
|
|
2019
Q2 | $390K | Sell |
12,557
-1,770
| -12% | -$55K | ﹤0.01% | 1108 |
|
|
2019
Q1 | $427K | Hold |
14,327
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q4 | $380K | Buy |
14,327
+770
| +6% | +$20.4K | ﹤0.01% | 994 |
|
|
2018
Q3 | $428K | Buy |
13,557
+1,495
| +12% | +$47.2K | ﹤0.01% | 998 |
|
|
2018
Q2 | $361K | Buy |
+12,062
| New | +$361K | ﹤0.01% | 1028 |
|