Daymark Wealth Partners’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 | $6.98M | Sell |
197,707
-179,973
| -48% | -$6.35M | 0.27% | 76 |
|
|
2025
Q1 | $12.7M | Sell |
377,680
-24,168
| -6% | -$810K | 0.54% | 45 |
|
|
2024
Q4 | $14.4M | Buy |
401,848
+221,992
| +123% | +$7.96M | 0.61% | 37 |
|
|
2024
Q3 | $6.54M | Buy |
179,856
+16,798
| +10% | +$611K | 0.28% | 82 |
|
|
2024
Q2 | $5.44M | Buy |
163,058
+143,736
| +744% | +$4.8M | 0.25% | 88 |
|
|
2024
Q1 | $673K | Buy |
19,322
+10,095
| +109% | +$352K | 0.04% | 242 |
|
|
2023
Q4 | $302K | Buy |
+9,227
| New | +$302K | 0.02% | 320 |
|