Blue Trust Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02K | Hold |
29
| – | – | ﹤0.01% | 2250 |
|
|
2025
Q1 | $972 | Hold |
29
| – | – | ﹤0.01% | 2300 |
|
|
2024
Q4 | $1.04K | Sell |
29
-384
| -93% | -$13.8K | ﹤0.01% | 2279 |
|
|
2024
Q3 | $13.8K | Buy |
413
+384
| +1,324% | +$12.8K | ﹤0.01% | 2084 |
|
|
2024
Q2 | $1.01K | Hold |
29
| – | – | ﹤0.01% | 2545 |
|
|
2024
Q1 | $1.01K | Buy |
+29
| New | +$1.01K | ﹤0.01% | 1947 |
|