WP
WealthSource Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.69M | Sell |
71,359
-6,330
| -8% | -$327K | 0.24% | 66 |
|
|
2023
Q3 | $3.57M | Buy |
77,689
+1,451
| +2% | +$66.7K | 0.24% | 64 |
|
|
2023
Q2 | $3.59M | Sell |
76,238
-1,435
| -2% | -$67.6K | 0.24% | 65 |
|
|
2023
Q1 | $3.49M | Buy |
77,673
+7,494
| +11% | +$336K | 0.24% | 64 |
|
|
2022
Q4 | $3.08M | Buy |
70,179
+9,155
| +15% | +$402K | 0.22% | 81 |
|
|
2022
Q3 | $2.37M | Sell |
61,024
-3,118
| -5% | -$121K | 0.18% | 97 |
|
|
2022
Q2 | $2.63M | Buy |
64,142
+11,971
| +23% | +$490K | 0.19% | 89 |
|
|
2022
Q1 | $2.56M | Buy |
+52,171
| New | +$2.56M | 0.17% | 101 |
|