KOMWMG
Kerntke Otto McGlone Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,247
| Closed | -$1.16M | – | 83 |
|
|
2024
Q4 | $1.16M | Buy |
32,247
+1,253
| +4% | +$44.9K | 0.85% | 21 |
|
|
2024
Q3 | $1.13M | Buy |
30,994
+1,753
| +6% | +$63.8K | 0.94% | 24 |
|
|
2024
Q2 | $976K | Buy |
29,241
+1,304
| +5% | +$43.5K | 0.91% | 22 |
|
|
2024
Q1 | $973K | Buy |
+27,937
| New | +$973K | 0.96% | 23 |
|