PNC Financial Services Group’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 | $4.66K | Sell |
132
-518
| -80% | -$18.3K | ﹤0.01% | 4165 |
|
|
2025
Q1 | $21.8K | Buy |
+650
| New | +$21.8K | ﹤0.01% | 3498 |
|
|
2024
Q4 | – | Sell |
-1,442
| Closed | -$52.5K | – | 4908 |
|
|
2024
Q3 | $52.5K | Sell |
1,442
-2,150
| -60% | -$78.2K | ﹤0.01% | 3057 |
|
|
2024
Q2 | $120K | Buy |
3,592
+1,392
| +63% | +$46.5K | ﹤0.01% | 2509 |
|
|
2024
Q1 | $76.6K | Buy |
+2,200
| New | +$76.6K | ﹤0.01% | 2765 |
|
|
2022
Q3 | – | Sell |
-3,314
| Closed | -$80K | – | 4596 |
|
|
2022
Q2 | $80K | Hold |
3,314
| – | – | ﹤0.01% | 2720 |
|
|
2022
Q1 | $92K | Hold |
3,314
| – | – | ﹤0.01% | 2764 |
|
|
2021
Q4 | $100K | Buy |
+3,314
| New | +$100K | ﹤0.01% | 2693 |
|