Sandy Spring Bank’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
Q1 | $13.8K | Sell |
412
-20
| -5% | -$670 | ﹤0.01% | 795 |
|
|
2024
Q4 | $15.5K | Buy |
432
+32
| +8% | +$1.15K | ﹤0.01% | 793 |
|
|
2024
Q3 | $14.6K | Hold |
400
| – | – | ﹤0.01% | 807 |
|
|
2024
Q2 | $13.4K | Hold |
400
| – | – | ﹤0.01% | 833 |
|
|
2024
Q1 | $13.9K | Hold |
400
| – | – | ﹤0.01% | 804 |
|
|
2023
Q4 | $13.1K | Hold |
400
| – | – | ﹤0.01% | 775 |
|
|
2023
Q3 | $11.3K | Hold |
400
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $11.3K | Buy |
400
+200
| +100% | +$5.66K | ﹤0.01% | 814 |
|
|
2023
Q1 | $5.33K | Hold |
200
| – | – | ﹤0.01% | 922 |
|
|
2022
Q4 | $5.21K | Hold |
200
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 945 |
|