PG
Prostatis Group’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 | $2.48M | Sell |
70,306
-25,894
| -27% | -$914K | 0.71% | 43 |
|
|
2025
Q1 | $3.22M | Sell |
96,200
-14,018
| -13% | -$470K | 1.02% | 25 |
|
|
2024
Q4 | $3.95M | Buy |
110,218
+16,480
| +18% | +$591K | 1.15% | 22 |
|
|
2024
Q3 | $3.41M | Buy |
93,738
+7,003
| +8% | +$255K | 1.12% | 24 |
|
|
2024
Q2 | $2.94M | Buy |
86,735
+10,967
| +14% | +$371K | 1.03% | 27 |
|
|
2024
Q1 | $2.64M | Buy |
+75,768
| New | +$2.64M | 1% | 31 |
|
|
2022
Q4 | – | Sell |
-120,832
| Closed | -$2.79M | – | 107 |
|
|
2022
Q3 | $2.79M | Buy |
+120,832
| New | +$2.79M | 3.22% | 8 |
|