Chiron Capital 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 |
-7,547
| Closed | -$263K | – | 117 |
|
|
2024
Q1 | $263K | Sell |
7,547
-37,082
| -83% | -$1.29M | 0.24% | 91 |
|
|
2023
Q4 | $1.46M | Sell |
44,629
-1,876
| -4% | -$61.5K | 1.27% | 17 |
|
|
2023
Q3 | $1.31M | Sell |
46,505
-1,850
| -4% | -$52.2K | 1.13% | 22 |
|
|
2023
Q2 | $1.37M | Buy |
48,355
+1,398
| +3% | +$39.6K | 1.08% | 18 |
|
|
2023
Q1 | $1.25M | Buy |
46,957
+4,665
| +11% | +$124K | 0.87% | 20 |
|
|
2022
Q4 | $1.1M | Sell |
42,292
-913
| -2% | -$23.8K | 0.77% | 28 |
|
|
2022
Q3 | $999K | Buy |
43,205
+8,679
| +25% | +$201K | 0.67% | 29 |
|
|
2022
Q2 | $824K | Buy |
34,526
+6,575
| +24% | +$157K | 0.52% | 47 |
|
|
2022
Q1 | $779K | Buy |
+27,951
| New | +$779K | 0.49% | 49 |
|