WealthBridge Capital Management’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,807
| Closed | -$240K | – | 210 |
|
|
2024
Q3 | $240K | Sell |
4,807
-352
| -7% | -$17.6K | 0.07% | 183 |
|
|
2024
Q2 | $231K | Buy |
5,159
+51
| +1% | +$2.29K | 0.08% | 163 |
|
|
2024
Q1 | $234K | Buy |
5,108
+57
| +1% | +$2.61K | 0.08% | 169 |
|
|
2023
Q4 | $221K | Sell |
5,051
-1,521
| -23% | -$66.5K | 0.08% | 160 |
|
|
2023
Q3 | $244K | Buy |
6,572
+85
| +1% | +$3.16K | 0.1% | 144 |
|
|
2023
Q2 | $254K | Sell |
6,487
-960
| -13% | -$37.6K | 0.1% | 148 |
|
|
2023
Q1 | $306K | Buy |
7,447
+681
| +10% | +$28K | 0.12% | 141 |
|
|
2022
Q4 | $295K | Buy |
+6,766
| New | +$295K | 0.12% | 148 |
|