J.P. Morgan Private Wealth Advisors’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
Q3 | $3.18M | Sell |
112,510
-1,287
| -1% | -$36.3K | 0.01% | 611 |
|
|
2023
Q2 | $3.22M | Sell |
113,797
-12,976
| -10% | -$367K | 0.02% | 428 |
|
|
2023
Q1 | $3.38M | Sell |
126,773
-11,351
| -8% | -$303K | 0.01% | 704 |
|
|
2022
Q4 | $3.6M | Buy |
138,124
+6,864
| +5% | +$179K | 0.01% | 665 |
|
|
2022
Q3 | $3.04M | Buy |
131,260
+23,453
| +22% | +$542K | 0.01% | 707 |
|
|
2022
Q2 | $2.57M | Buy |
107,807
+9,177
| +9% | +$219K | 0.01% | 759 |
|
|
2022
Q1 | $2.75M | Buy |
98,630
+52,018
| +112% | +$1.45M | 0.01% | 802 |
|
|
2021
Q4 | $1.41M | Buy |
+46,612
| New | +$1.41M | ﹤0.01% | 1074 |
|