PIS
POM Investment Strategies’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 | – | Hold |
0
| – | – | – | 140 |
|
|
2025
Q1 | – | Sell |
-74,797
| Closed | -$2.68M | – | 212 |
|
|
2024
Q4 | $2.68M | Buy |
74,797
+716
| +1% | +$25.7K | 2.02% | 13 |
|
|
2024
Q3 | $2.7M | Buy |
74,081
+442
| +0.6% | +$16.1K | 2.11% | 12 |
|
|
2024
Q2 | $2.46M | Sell |
73,639
-4,169
| -5% | -$139K | 1.97% | 14 |
|
|
2024
Q1 | $2.71M | Buy |
77,808
+3,488
| +5% | +$121K | 2.22% | 13 |
|
|
2023
Q4 | $2.44M | Buy |
+74,320
| New | +$2.44M | 2.23% | 12 |
|