CEDRUS’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
Q3 | $2.53M | Buy |
69,552
+13,475
| +24% | +$490K | 0.94% | 26 |
|
|
2024
Q2 | $1.87M | Sell |
56,077
-21,091
| -27% | -$704K | 0.94% | 26 |
|
|
2024
Q1 | $2.69M | Buy |
77,168
+7,004
| +10% | +$244K | 1.47% | 19 |
|
|
2023
Q4 | $2.3M | Buy |
70,164
+4,450
| +7% | +$146K | 1.42% | 19 |
|
|
2023
Q3 | $1.86M | Buy |
65,714
+28,746
| +78% | +$811K | 1.32% | 21 |
|
|
2023
Q2 | $1.05M | Buy |
36,968
+6,662
| +22% | +$189K | 0.74% | 30 |
|
|
2023
Q1 | $808K | Buy |
+30,306
| New | +$808K | 0.57% | 34 |
|