WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.5K | Sell |
634
-97
| -13% | -$5.74K | 0.01% | 350 |
|
|
2024
Q3 | $43.3K | Buy |
731
+631
| +631% | +$37.4K | 0.01% | 354 |
|
|
2024
Q2 | $5.48K | Hold |
100
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $5.62K | Buy |
+100
| New | +$5.62K | ﹤0.01% | 697 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.6K | – | 694 |
|
|
2023
Q3 | $4.6K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $4.71K | Hold |
100
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $4.49K | Buy |
+100
| New | +$4.49K | ﹤0.01% | 691 |
|