PWA
PCG Wealth Advisors’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 | – | Sell |
-54,945
| Closed | -$1.84M | – | 133 |
|
|
2025
Q1 | $1.84M | Buy |
54,945
+2,680
| +5% | +$89.8K | 0.64% | 50 |
|
|
2024
Q4 | $1.87M | Buy |
52,265
+3,368
| +7% | +$121K | 0.69% | 42 |
|
|
2024
Q3 | $1.78M | Buy |
48,897
+1,970
| +4% | +$71.7K | 0.69% | 46 |
|
|
2024
Q2 | $1.57M | Buy |
46,927
+4,019
| +9% | +$134K | 0.68% | 47 |
|
|
2024
Q1 | $1.49M | Sell |
42,908
-17,668
| -29% | -$615K | 0.71% | 45 |
|
|
2023
Q4 | $1.99M | Buy |
60,576
+8,300
| +16% | +$272K | 1.11% | 34 |
|
|
2023
Q3 | $1.48M | Sell |
52,276
-301
| -0.6% | -$8.5K | 0.97% | 29 |
|
|
2023
Q2 | $1.49M | Buy |
52,577
+23
| +0% | +$651 | 0.92% | 33 |
|
|
2023
Q1 | $1.4M | Sell |
52,554
-11,843
| -18% | -$316K | 0.89% | 32 |
|
|
2022
Q4 | $1.68M | Buy |
+64,397
| New | +$1.68M | 1.06% | 24 |
|
|
2022
Q2 | – | Sell |
-143,992
| Closed | -$4.01M | – | 95 |
|
|
2022
Q1 | $4.01M | Buy |
143,992
+22,657
| +19% | +$631K | 2.55% | 8 |
|
|
2021
Q4 | $3.67M | Buy |
+121,335
| New | +$3.67M | 2.55% | 9 |
|