American Portfolios Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $203K | Sell |
8,786
-40
| -0.5% | -$925 | 0.01% | 1013 |
|
|
2022
Q2 | $211K | Buy |
8,826
+712
| +9% | +$17K | 0.01% | 1030 |
|
|
2022
Q1 | $226K | Buy |
8,114
+410
| +5% | +$11.4K | 0.01% | 1106 |
|
|
2021
Q4 | $233K | Buy |
7,704
+2,373
| +45% | +$71.9K | 0.01% | 1078 |
|
|
2021
Q3 | $151K | Buy |
5,331
+2,156
| +68% | +$61K | 0.01% | 1265 |
|
|
2021
Q2 | $92.4K | Buy |
+3,175
| New | +$92.4K | ﹤0.01% | 1462 |
|