WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
6,696
+2,003
| +43% | +$126K | 0.07% | 182 |
|
|
2025
Q1 | $275K | Hold |
4,693
| – | – | 0.04% | 222 |
|
|
2024
Q4 | $278K | Hold |
4,693
| – | – | 0.04% | 218 |
|
|
2024
Q3 | $278K | Sell |
4,693
-61
| -1% | -$3.61K | 0.04% | 232 |
|
|
2024
Q2 | $260K | Buy |
4,754
+4
| +0.1% | +$219 | 0.03% | 267 |
|
|
2024
Q1 | $267K | Buy |
4,750
+133
| +3% | +$7.47K | 0.03% | 271 |
|
|
2023
Q4 | $239K | Buy |
4,617
+10
| +0.2% | +$517 | 0.02% | 294 |
|
|
2023
Q3 | $212K | Hold |
4,607
| – | – | 0.02% | 293 |
|
|
2023
Q2 | $217K | Buy |
4,607
+345
| +8% | +$16.2K | 0.03% | 283 |
|
|
2023
Q1 | $191K | Buy |
+4,262
| New | +$191K | 0.02% | 308 |
|
|
2020
Q1 | – | Sell |
-10,128
| Closed | -$372K | – | 276 |
|
|
2019
Q4 | $372K | Buy |
10,128
+112
| +1% | +$4.11K | 0.04% | 180 |
|
|
2019
Q3 | $344K | Buy |
10,016
+251
| +3% | +$8.62K | 0.05% | 171 |
|
|
2019
Q2 | $299K | Buy |
9,765
+299
| +3% | +$9.16K | 0.05% | 184 |
|
|
2019
Q1 | $285K | Buy |
9,466
+658
| +7% | +$19.8K | 0.04% | 208 |
|
|
2018
Q4 | $267K | Buy |
8,808
+243
| +3% | +$7.37K | 0.04% | 203 |
|
|
2018
Q3 | $244K | Buy |
8,565
+421
| +5% | +$12K | 0.04% | 209 |
|
|
2018
Q2 | $244K | Sell |
8,144
-44
| -0.5% | -$1.32K | 0.05% | 217 |
|
|
2018
Q1 | $243K | Buy |
+8,188
| New | +$243K | 0.05% | 234 |
|