Total Clarity 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 | $406K | Buy |
11,508
+522
| +5% | +$18.4K | 0.12% | 182 |
|
|
2025
Q1 | $394K | Hold |
10,986
| – | – | 0.13% | 165 |
|
|
2024
Q4 | $394K | Buy |
10,986
+5,250
| +92% | +$188K | 0.13% | 167 |
|
|
2024
Q3 | $209K | Buy |
+5,736
| New | +$209K | 0.07% | 238 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$36K | – | 838 |
|
|
2022
Q2 | $36K | Buy |
+1,498
| New | +$36K | 0.02% | 460 |
|
|
2022
Q1 | – | Sell |
-348
| Closed | -$11K | – | 777 |
|
|
2021
Q4 | $11K | Hold |
348
| – | – | 0.01% | 678 |
|
|
2021
Q3 | $10K | Buy |
+348
| New | +$10K | ﹤0.01% | 681 |
|