WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $19K | Hold |
700
| – | – | ﹤0.01% | 972 |
|
|
2017
Q1 | $19K | Hold |
700
| – | – | 0.01% | 900 |
|
|
2016
Q4 | $17K | Hold |
700
| – | – | ﹤0.01% | 975 |
|
|
2016
Q3 | $15K | Sell |
700
-400
| -36% | -$8.57K | ﹤0.01% | 1021 |
|
|
2016
Q2 | $22K | Hold |
1,100
| – | – | 0.01% | 897 |
|
|
2016
Q1 | $23K | Hold |
1,100
| – | – | 0.01% | 856 |
|
|
2015
Q4 | $23K | Buy |
1,100
+600
| +120% | +$12.5K | 0.01% | 860 |
|
|
2015
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 1090 |
|
|
2015
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1164 |
|