Howe & Rusling’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
Q4 | – | Sell |
-39
| Closed | -$1K | – | 888 |
|
|
2022
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 993 |
|
|
2022
Q1 | $1K | Buy |
39
+9
| +30% | +$231 | ﹤0.01% | 953 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 954 |
|
|
2021
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 938 |
|