Pinnacle Bancorp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
4,850
+595
| +14% | +$21K | 0.05% | 244 |
|
|
2025
Q1 | $143K | Hold |
4,255
| – | – | 0.05% | 259 |
|
|
2024
Q4 | $153K | Buy |
4,255
+710
| +20% | +$25.5K | 0.05% | 254 |
|
|
2024
Q3 | $129K | Buy |
3,545
+887
| +33% | +$32.3K | 0.03% | 264 |
|
|
2024
Q2 | $88.7K | Buy |
2,658
+90
| +4% | +$3K | 0.03% | 303 |
|
|
2024
Q1 | $89.4K | Buy |
2,568
+950
| +59% | +$33.1K | 0.03% | 300 |
|
|
2023
Q4 | $53K | Buy |
1,618
+300
| +23% | +$9.83K | 0.02% | 375 |
|
|
2023
Q3 | $37.2K | Hold |
1,318
| – | – | 0.01% | 418 |
|
|
2023
Q2 | $37.3K | Hold |
1,318
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $35.1K | Buy |
1,318
+130
| +11% | +$3.47K | 0.01% | 411 |
|
|
2022
Q4 | $31K | Hold |
1,188
| – | – | 0.01% | 412 |
|
|
2022
Q3 | $27K | Buy |
1,188
+1,068
| +890% | +$24.3K | 0.01% | 412 |
|
|
2022
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 712 |
|