MWM
MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
5,910
-10,794
| -65% | -$381K | 0.04% | 117 |
|
|
2025
Q1 | $560K | Sell |
16,704
-19,980
| -54% | -$669K | 0.13% | 66 |
|
|
2024
Q4 | $1.32M | Sell |
36,684
-4,376
| -11% | -$157K | 0.27% | 51 |
|
|
2024
Q3 | $1.49M | Sell |
41,060
-1,267
| -3% | -$46.1K | 0.32% | 49 |
|
|
2024
Q2 | $1.41M | Sell |
42,327
-9
| -0% | -$300 | 0.34% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
42,336
+5,535
| +15% | +$191K | 0.37% | 50 |
|
|
2023
Q4 | $1.21M | Sell |
36,801
-1,256
| -3% | -$41.2K | 0.35% | 41 |
|
|
2023
Q3 | $1.07M | Buy |
+38,057
| New | +$1.07M | 0.36% | 51 |
|