Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
42,278
+376
| +0.9% | +$13.3K | 0.09% | 191 |
|
|
2025
Q1 | $1.4M | Buy |
41,902
+4,517
| +12% | +$151K | 0.1% | 182 |
|
|
2024
Q4 | $1.34M | Buy |
37,385
+20,741
| +125% | +$744K | 0.09% | 181 |
|
|
2024
Q3 | $606K | Buy |
16,644
+9
| +0.1% | +$327 | 0.04% | 318 |
|
|
2024
Q2 | $555K | Sell |
16,635
-486
| -3% | -$16.2K | 0.04% | 312 |
|
|
2024
Q1 | $596K | Buy |
17,121
+5,930
| +53% | +$206K | 0.05% | 302 |
|
|
2023
Q4 | $367K | Buy |
11,191
+1,353
| +14% | +$44.3K | 0.03% | 381 |
|
|
2023
Q3 | $278K | Buy |
9,838
+5
| +0.1% | +$141 | 0.03% | 436 |
|
|
2023
Q2 | $278K | Sell |
9,833
-1,293
| -12% | -$36.6K | 0.02% | 417 |
|
|
2023
Q1 | $297K | Buy |
+11,126
| New | +$297K | 0.03% | 374 |
|
|
2022
Q3 | $259K | Buy |
11,204
+4
| +0% | +$92 | 0.03% | 377 |
|
|
2022
Q2 | $267K | Buy |
11,200
+390
| +4% | +$9.3K | 0.03% | 372 |
|
|
2022
Q1 | $301K | Buy |
10,810
+351
| +3% | +$9.77K | 0.03% | 365 |
|
|
2021
Q4 | $315K | Buy |
10,459
+2,824
| +37% | +$85.1K | 0.03% | 378 |
|
|
2021
Q3 | $216K | Buy |
+7,635
| New | +$216K | 0.02% | 423 |
|