Cornerstone Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $216K | Buy |
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