KWM
Kolinsky Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-122,709
| Closed | -$3.46M | – | 143 |
|
|
2023
Q3 | $3.46M | Sell |
122,709
-4,168
| -3% | -$118K | 3.44% | 5 |
|
|
2023
Q2 | $3.58M | Buy |
126,877
+218
| +0.2% | +$6.15K | 3.4% | 5 |
|
|
2023
Q1 | $3.38M | Buy |
126,659
+4,062
| +3% | +$108K | 3.58% | 5 |
|
|
2022
Q4 | $3.19M | Sell |
122,597
-391
| -0.3% | -$10.2K | 3.64% | 5 |
|
|
2022
Q3 | $2.85M | Sell |
122,988
-2,583
| -2% | -$59.8K | 3.57% | 5 |
|
|
2022
Q2 | $3M | Sell |
125,571
-4,626
| -4% | -$110K | 3.54% | 5 |
|
|
2022
Q1 | $3.63M | Buy |
130,197
+79,820
| +158% | +$2.22M | 3.56% | 5 |
|
|
2021
Q4 | $1.53M | Buy |
+50,377
| New | +$1.53M | 1.41% | 7 |
|