Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,720
| Closed | -$495K | – | 54 |
|
|
2022
Q2 | $495K | Sell |
20,720
-298
| -1% | -$7.12K | 0.07% | 36 |
|
|
2022
Q1 | $586K | Sell |
21,018
-1,729
| -8% | -$48.2K | 0.1% | 34 |
|
|
2021
Q4 | $689K | Sell |
22,747
-626
| -3% | -$19K | 0.1% | 34 |
|
|
2021
Q3 | $661K | Buy |
23,373
+926
| +4% | +$26.2K | 0.13% | 37 |
|
|
2021
Q2 | $653 | Buy |
+22,447
| New | +$653 | 0.06% | 35 |
|