Leo Wealth LLC’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
2024 Q3	–	Sell	-20,399	Closed	-$674K	–	360
2024 Q2	$674K	Sell	20,399 -39,579	-66%	-$1.31M	0.07%	187
2024 Q1	$2.07M	Buy	59,978 +13,029	+28%	+$450K	0.21%	81
2023 Q4	$1.56M	Buy	+46,949	New	+$1.56M	0.16%	100