PWM
SDVY icon

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

Perigon Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Buy
10,355
+50
+0.5% +$1.76K 0.01% 777
2025
Q1 		$345K Buy
10,305
+100
+1% +$3.35K 0.01% 757
2024
Q4 		$382K Hold
10,205
– – 0.01% 729
2024
Q3 		$371K Buy
+10,205
New +$371K 0.01% 708