AW
Atlas Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
67,871
-17,792
| -21% | -$640K | 0.89% | 33 |
|
|
2025
Q1 | $2.87M | Buy |
85,663
+4,154
| +5% | +$139K | 1.12% | 27 |
|
|
2024
Q4 | $2.92M | Buy |
81,509
+6,433
| +9% | +$231K | 1.11% | 28 |
|
|
2024
Q3 | $2.73M | Sell |
75,076
-42,306
| -36% | -$1.54M | 1.18% | 21 |
|
|
2024
Q2 | $3.89M | Buy |
117,382
+68,789
| +142% | +$2.28M | 0.46% | 53 |
|
|
2024
Q1 | $1.69M | Buy |
48,593
+9,686
| +25% | +$337K | 0.83% | 24 |
|
|
2023
Q4 | $1.1M | Hold |
38,907
| – | – | 0.6% | 27 |
|
|
2023
Q3 | $1.1M | Sell |
38,907
-157
| -0.4% | -$4.43K | 0.21% | 70 |
|
|
2023
Q2 | $1.16M | Sell |
39,064
-3,071
| -7% | -$91.3K | 0.21% | 72 |
|
|
2023
Q1 | $1.12M | Sell |
42,135
-183
| -0.4% | -$4.88K | 0.22% | 73 |
|
|
2022
Q4 | $1.1M | Buy |
+42,318
| New | +$1.1M | 0.3% | 52 |
|