Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.21M | Sell |
48,203
-132
| -0.3% | -$6.07K | 0.99% | 19 |
|
|
2023
Q2 | $2.32M | Sell |
48,335
-14,122
| -23% | -$678K | 0.99% | 19 |
|
|
2023
Q1 | $2.83M | Buy |
62,457
+2,551
| +4% | +$116K | 1.35% | 17 |
|
|
2022
Q4 | $2.63M | Sell |
59,906
-14,725
| -20% | -$647K | 1.4% | 16 |
|
|
2022
Q3 | $2.9M | Buy |
74,631
+500
| +0.7% | +$19.4K | 1.48% | 15 |
|
|
2022
Q2 | $3.03M | Buy |
74,131
+9,325
| +14% | +$382K | 1.47% | 16 |
|
|
2022
Q1 | $3.18M | Buy |
64,806
+2,181
| +3% | +$107K | 1.15% | 17 |
|
|
2021
Q4 | $3.24M | Buy |
62,625
+1,180
| +2% | +$61.1K | 1.13% | 18 |
|
|
2021
Q3 | $2.93M | Buy |
61,445
+4,075
| +7% | +$194K | 1.14% | 18 |
|
|
2021
Q2 | $2.74M | Buy |
57,370
+2,615
| +5% | +$125K | 1% | 18 |
|
|
2021
Q1 | $2.56M | Buy |
54,755
+925
| +2% | +$43.3K | 1.02% | 18 |
|
|
2020
Q4 | $2.15M | Hold |
53,830
| – | – | 0.95% | 20 |
|
|
2020
Q3 | $1.84M | Sell |
53,830
-24,225
| -31% | -$830K | 0.86% | 21 |
|
|
2020
Q2 | $2.44M | Hold |
78,055
| – | – | 1.29% | 18 |
|
|
2020
Q1 | $2.12M | Buy |
78,055
+27,325
| +54% | +$740K | 1.4% | 16 |
|
|
2019
Q4 | $1.84M | Buy |
+50,730
| New | +$1.84M | 1.05% | 18 |
|