Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,559
| Closed | -$249K | – | 119 |
|
|
2023
Q1 | $249K | Sell |
5,559
-146
| -3% | -$6.55K | 0.13% | 98 |
|
|
2022
Q4 | $251K | Sell |
5,705
-14,720
| -72% | -$647K | 0.14% | 81 |
|
|
2022
Q3 | $794K | Sell |
20,425
-112,549
| -85% | -$4.38M | 0.49% | 40 |
|
|
2022
Q2 | $5.44M | Sell |
132,974
-54,477
| -29% | -$2.23M | 3.73% | 7 |
|
|
2022
Q1 | $9.19M | Buy |
187,451
+25,628
| +16% | +$1.26M | 5.45% | 2 |
|
|
2021
Q4 | $8.38M | Buy |
+161,823
| New | +$8.38M | 4.7% | 3 |
|