Trueblood 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 | $3.2M | Buy |
90,577
+3,115
| +4% | +$110K | 1.34% | 7 |
|
|
2025
Q1 | $2.93M | Buy |
87,462
+5,948
| +7% | +$199K | 1.36% | 7 |
|
|
2024
Q4 | $2.92M | Buy |
81,514
+7,834
| +11% | +$281K | 1.44% | 5 |
|
|
2024
Q3 | $2.68M | Buy |
73,680
+11,456
| +18% | +$417K | 1.35% | 5 |
|
|
2024
Q2 | $2.08M | Buy |
62,224
+2,336
| +4% | +$78K | 1.17% | 11 |
|
|
2024
Q1 | $2.09M | Buy |
59,888
+3,993
| +7% | +$139K | 1.19% | 11 |
|
|
2023
Q4 | $1.83M | Buy |
+55,895
| New | +$1.83M | 1.15% | 13 |
|