WWA
WCG Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
17,023
-1,438
| -8% | -$90.2K | 0.07% | 225 |
|
|
2025
Q1 | $1.08M | Sell |
18,461
-376
| -2% | -$22K | 0.08% | 189 |
|
|
2024
Q4 | $1.11M | Sell |
18,837
-2,000
| -10% | -$118K | 0.07% | 203 |
|
|
2024
Q3 | $1.23M | Sell |
20,837
-727
| -3% | -$43.1K | 0.08% | 204 |
|
|
2024
Q2 | $1.18M | Buy |
21,564
+1,888
| +10% | +$103K | 0.09% | 182 |
|
|
2024
Q1 | $1.11M | Sell |
19,676
-220
| -1% | -$12.4K | 0.09% | 174 |
|
|
2023
Q4 | $1.03M | Sell |
19,896
-5,479
| -22% | -$283K | 0.08% | 203 |
|
|
2023
Q3 | $1.17M | Buy |
25,375
+9,171
| +57% | +$421K | 0.09% | 188 |
|
|
2023
Q2 | $763K | Sell |
16,204
-292
| -2% | -$13.7K | 0.09% | 125 |
|
|
2023
Q1 | $740K | Sell |
16,496
-928
| -5% | -$41.6K | 0.09% | 124 |
|
|
2022
Q4 | $765K | Buy |
17,424
+4,499
| +35% | +$198K | 0.11% | 121 |
|
|
2022
Q3 | $686K | Sell |
12,925
-6,120
| -32% | -$325K | 0.09% | 156 |
|
|
2022
Q2 | $779K | Buy |
+19,045
| New | +$779K | 0.11% | 140 |
|