Gilliland Jeter 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
2024 Q4	–	Sell	-1,428	Closed	-$52K	–	552
2024 Q3	$52K	Buy	1,428 +5	+0.4%	+$182	0.02%	301
2024 Q2	$47.5K	Sell	1,423 -1,140	-44%	-$38.1K	0.02%	297
2024 Q1	$89.2K	Buy	+2,563	New	+$89.2K	0.03%	228