Sound Income Strategies’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 | $8.82K | Hold |
250
| – | – | ﹤0.01% | 967 |
|
|
2025
Q1 | $8.38K | Buy |
+250
| New | +$8.38K | ﹤0.01% | 950 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$17.4K | – | 1475 |
|
|
2024
Q1 | $17.4K | Buy |
+500
| New | +$17.4K | ﹤0.01% | 625 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$1.16K | – | 1224 |
|
|
2023
Q2 | $1.16K | Buy |
+41
| New | +$1.16K | ﹤0.01% | 956 |
|