Harbor Investment Advisory’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 | $56.8K | Hold |
1,610
| – | – | 0.01% | 595 |
|
|
2025
Q1 | $53.9K | Buy |
1,610
+450
| +39% | +$15.1K | 0.01% | 591 |
|
|
2024
Q4 | $41.6K | Hold |
1,160
| – | – | ﹤0.01% | 626 |
|
|
2024
Q3 | $42.2K | Hold |
1,160
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $38.7K | Hold |
1,160
| – | – | ﹤0.01% | 627 |
|
|
2024
Q1 | $40.4K | Buy |
1,160
+190
| +20% | +$6.62K | ﹤0.01% | 623 |
|
|
2023
Q4 | $31.8K | Buy |
970
+535
| +123% | +$17.5K | ﹤0.01% | 642 |
|
|
2023
Q3 | $12.3K | Hold |
435
| – | – | ﹤0.01% | 781 |
|
|
2023
Q2 | $12.3K | Hold |
435
| – | – | ﹤0.01% | 987 |
|
|
2023
Q1 | $11.6K | Buy |
+435
| New | +$11.6K | ﹤0.01% | 1007 |
|