MWM
Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,111
| Closed | -$213K | – | 184 |
|
|
2024
Q1 | $213K | Sell |
6,111
-1,270
| -17% | -$44.2K | 0.05% | 173 |
|
|
2023
Q4 | $242K | Sell |
7,381
-2,101
| -22% | -$68.9K | 0.06% | 152 |
|
|
2023
Q3 | $268K | Sell |
9,482
-72,559
| -88% | -$2.05M | 0.08% | 142 |
|
|
2023
Q2 | $2.32M | Buy |
82,041
+6,170
| +8% | +$175K | 0.68% | 40 |
|
|
2023
Q1 | $2.02M | Buy |
+75,871
| New | +$2.02M | 0.67% | 47 |
|