Quantum Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $427K | Sell |
|
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $338K | Buy |
|
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $402K | Buy |
|