TC
TAP Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.17M | Sell |
228,019
-1,051
| -0.5% | -$37.7K | 1.67% | 10 |
|
|
2024
Q3 | $8.33M | Buy |
229,070
+7,835
| +4% | +$285K | 1.64% | 10 |
|
|
2024
Q2 | $7.38M | Buy |
221,235
+45,827
| +26% | +$1.53M | 1.56% | 10 |
|
|
2024
Q1 | $6.11M | Buy |
175,408
+31,943
| +22% | +$1.11M | 1.34% | 12 |
|
|
2023
Q4 | $4.7M | Sell |
143,465
-22,632
| -14% | -$742K | 1.12% | 24 |
|
|
2023
Q3 | $4.69M | Sell |
166,097
-7,559
| -4% | -$213K | 1.21% | 20 |
|
|
2023
Q2 | $4.92M | Sell |
173,656
-3,551
| -2% | -$101K | 1.21% | 19 |
|
|
2023
Q1 | $4.72M | Buy |
177,207
+76,740
| +76% | +$2.05M | 1.16% | 23 |
|
|
2022
Q4 | $2.62M | Buy |
100,467
+3,334
| +3% | +$86.9K | 0.69% | 43 |
|
|
2022
Q3 | $2.25M | Buy |
97,133
+7,328
| +8% | +$170K | 0.6% | 45 |
|
|
2022
Q2 | $2.15M | Buy |
89,805
+9,637
| +12% | +$230K | 0.6% | 49 |
|
|
2022
Q1 | $2.23M | Buy |
+80,168
| New | +$2.23M | 0.59% | 47 |
|