Westside Investment Management’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 | $232K | Sell |
3,700
-2,471
| -40% | -$155K | 0.04% | 237 |
|
|
2025
Q1 | $361K | Hold |
6,171
| – | – | 0.08% | 180 |
|
|
2024
Q4 | $365K | Hold |
6,171
| – | – | 0.08% | 174 |
|
|
2024
Q3 | $365K | Hold |
6,171
| – | – | 0.08% | 172 |
|
|
2024
Q2 | $338K | Hold |
6,171
| – | – | 0.08% | 174 |
|
|
2024
Q1 | $347K | Hold |
6,171
| – | – | 0.08% | 169 |
|
|
2023
Q4 | $319K | Hold |
6,171
| – | – | 0.08% | 173 |
|
|
2023
Q3 | $284K | Hold |
6,171
| – | – | 0.08% | 177 |
|
|
2023
Q2 | $291K | Hold |
6,171
| – | – | 0.08% | 180 |
|
|
2023
Q1 | $277K | Hold |
6,171
| – | – | 0.08% | 178 |
|
|
2022
Q4 | $271 | Buy |
6,171
+1,500
| +32% | +$66 | ﹤0.01% | 306 |
|
|
2022
Q3 | $181 | Hold |
4,671
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $191 | Hold |
4,671
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $228 | Hold |
4,671
| – | – | ﹤0.01% | 318 |
|
|
2021
Q4 | $241 | Hold |
4,671
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $221 | Buy |
4,671
+1,937
| +71% | +$92 | ﹤0.01% | 299 |
|
|
2021
Q2 | $131 | Hold |
2,734
| – | – | ﹤0.01% | 316 |
|
|
2021
Q1 | $124 | Hold |
2,734
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $109 | Hold |
2,734
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $89 | Hold |
2,734
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $84 | Hold |
2,734
| – | – | ﹤0.01% | 292 |
|
|
2020
Q1 | $70 | Buy |
+2,734
| New | +$70 | ﹤0.01% | 304 |
|