Householder Group Estate & Retirement Specialist’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 | $113K | Buy |
3,169
+516
| +19% | +$18.4K | 0.08% | 143 |
|
|
2024
Q3 | $96K | Buy |
2,653
+2,150
| +427% | +$77.8K | 0.03% | 372 |
|
|
2024
Q2 | $16K | Buy |
503
+139
| +38% | +$4.42K | ﹤0.01% | 726 |
|
|
2024
Q1 | $12.7K | Buy |
364
+30
| +9% | +$1.05K | ﹤0.01% | 764 |
|
|
2023
Q4 | $10K | Buy |
334
+32
| +11% | +$958 | ﹤0.01% | 771 |
|
|
2023
Q3 | $8.53K | Buy |
+302
| New | +$8.53K | ﹤0.01% | 829 |
|
|
2023
Q1 | $8K | Buy |
+285
| New | +$8K | ﹤0.01% | 863 |
|
|
2022
Q4 | – | Sell |
-355
| Closed | -$8K | – | 978 |
|
|
2022
Q3 | $8K | Buy |
+355
| New | +$8K | ﹤0.01% | 788 |
|