VitalStone Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $381K | Buy |
6,430
+142
| +2% | +$8.41K | 0.26% | 77 |
|
2024
Q2 | $344K | Sell |
6,288
-43
| -0.7% | -$2.35K | 0.25% | 75 |
|
2024
Q1 | $356K | Buy |
6,331
+2,099
| +50% | +$118K | 0.27% | 61 |
|
2023
Q4 | $219K | Buy |
4,232
+2,088
| +97% | +$108K | 0.18% | 82 |
|
2023
Q3 | $98K | Buy |
2,144
+618
| +40% | +$28.2K | 0.08% | 106 |
|
2023
Q2 | $65K | Sell |
1,526
-21,996
| -94% | -$937K | 0.04% | 299 |
|
2023
Q1 | $7.95M | Buy |
23,522
+21,702
| +1,192% | +$7.33M | 6.55% | 4 |
|
2022
Q4 | $76K | Buy |
+1,820
| New | +$76K | 0.05% | 121 |
|