Purus Wealth Management’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 | $1.84M | Buy |
52,207
+285
| +0.5% | +$10.1K | 0.64% | 39 |
|
|
2025
Q1 | $1.74M | Buy |
51,922
+355
| +0.7% | +$11.9K | 0.74% | 36 |
|
|
2024
Q4 | $1.85M | Buy |
51,567
+2,497
| +5% | +$89.5K | 0.73% | 35 |
|
|
2024
Q3 | $1.79M | Buy |
49,070
+260
| +0.5% | +$9.46K | 0.76% | 35 |
|
|
2024
Q2 | $1.63M | Buy |
48,810
+171
| +0.4% | +$5.71K | 0.72% | 36 |
|
|
2024
Q1 | $1.69M | Sell |
48,639
-629
| -1% | -$21.9K | 0.84% | 33 |
|
|
2023
Q4 | $1.61M | Sell |
49,268
-281
| -0.6% | -$9.21K | 0.94% | 31 |
|
|
2023
Q3 | $1.4M | Buy |
49,549
+120
| +0.2% | +$3.39K | 0.94% | 32 |
|
|
2023
Q2 | $1.4M | Buy |
49,429
+16,705
| +51% | +$473K | 0.91% | 34 |
|
|
2023
Q1 | $872K | Sell |
32,724
-258
| -0.8% | -$6.88K | 0.69% | 35 |
|
|
2022
Q4 | $859K | Buy |
32,982
+385
| +1% | +$10K | 0.78% | 33 |
|
|
2022
Q3 | $754K | Sell |
32,597
-53
| -0.2% | -$1.23K | 0.69% | 34 |
|
|
2022
Q2 | $780K | Buy |
32,650
+1,087
| +3% | +$26K | 0.7% | 36 |
|
|
2022
Q1 | $880K | Buy |
31,563
+3,207
| +11% | +$89.4K | 0.61% | 37 |
|
|
2021
Q4 | $859K | Buy |
+28,356
| New | +$859K | 0.54% | 50 |
|