Cutler Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-500
| Closed | -$13K | – | 1902 |
|
2023
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 949 |
|
2022
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1213 |
|
2022
Q3 | $11K | Buy |
500
+300
| +150% | +$6.6K | ﹤0.01% | 1360 |
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1605 |
|
2022
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1693 |
|