MWM
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Mascoma Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mascoma Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-859
Closed -$30.8K – 532
2024
Q4 		$30.8K Buy
+859
New +$30.8K 0.01% 243