Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29
| Closed | -$1.01K | – | 558 |
|
|
2024
Q1 | $1.01K | Hold |
29
| – | – | ﹤0.01% | 507 |
|
|
2023
Q4 | $951 | Sell |
29
-30
| -51% | -$984 | ﹤0.01% | 514 |
|
|
2023
Q3 | $1.67K | Hold |
59
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $1.67K | Hold |
59
| – | – | ﹤0.01% | 505 |
|
|
2023
Q1 | $1.57K | Hold |
59
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $1.54K | Hold |
59
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 534 |
|