Ignite Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,486
| Closed | -$371K | – | 327 |
|
|
2023
Q3 | $371K | Buy |
13,486
+3,986
| +42% | +$110K | 0.11% | 201 |
|
|
2023
Q2 | $266K | Hold |
9,500
| – | – | 0.1% | 211 |
|
|
2023
Q1 | $248K | Sell |
9,500
-835
| -8% | -$21.8K | 0.1% | 214 |
|
|
2022
Q4 | $271K | Hold |
10,335
| – | – | 0.11% | 197 |
|
|
2022
Q3 | $246K | Hold |
10,335
| – | – | 0.2% | 144 |
|
|
2022
Q2 | $254K | Sell |
10,335
-500
| -5% | -$12.3K | 0.21% | 133 |
|
|
2022
Q1 | $293K | Buy |
10,835
+1,670
| +18% | +$45.2K | 0.2% | 140 |
|
|
2021
Q4 | $275K | Buy |
+9,165
| New | +$275K | 0.18% | 139 |
|