Darwin 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 | $2.9M | Sell |
82,114
-3,350
| -4% | -$118K | 1% | 28 |
|
|
2025
Q1 | $3.06M | Hold |
85,464
| – | – | 1.03% | 30 |
|
|
2024
Q4 | $3.06M | Sell |
85,464
-22,695
| -21% | -$814K | 1.03% | 30 |
|
|
2024
Q3 | $3.93M | Sell |
108,159
-12,747
| -11% | -$464K | 1.08% | 26 |
|
|
2024
Q2 | $4.04M | Sell |
120,906
-7,447
| -6% | -$249K | 2% | 18 |
|
|
2024
Q1 | $4.47M | Buy |
+128,353
| New | +$4.47M | 1.25% | 25 |
|