Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
23,603
-2,973
| -11% | -$105K | 2.4% | 12 |
|
|
2025
Q1 | $890K | Sell |
26,576
-26,909
| -50% | -$901K | 2.62% | 12 |
|
|
2024
Q4 | $1.92M | Buy |
53,485
+10,505
| +24% | +$377K | 0.84% | 34 |
|
|
2024
Q3 | $1.56M | Buy |
42,980
+1,060
| +3% | +$38.6K | 0.77% | 38 |
|
|
2024
Q2 | $1.4M | Buy |
41,920
+180
| +0.4% | +$6.01K | 0.77% | 37 |
|
|
2024
Q1 | $1.45M | Buy |
41,740
+19,578
| +88% | +$682K | 0.81% | 38 |
|
|
2023
Q4 | $726K | Sell |
22,162
-2,308
| -9% | -$75.6K | 0.26% | 101 |
|
|
2023
Q3 | $691K | Buy |
+24,470
| New | +$691K | 0.23% | 109 |
|