TAM
Tucker Asset Management’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 | $66.4K | Sell |
1,852
-735
| -28% | -$26.4K | 0.01% | 315 |
|
|
2024
Q3 | $94.1K | Sell |
2,587
-1,198
| -32% | -$43.6K | 0.02% | 233 |
|
|
2024
Q2 | $126K | Buy |
+3,785
| New | +$126K | 0.03% | 216 |
|
|
2023
Q2 | – | Sell |
-2,480
| Closed | -$66.1K | – | 1273 |
|
|
2023
Q1 | $66.1K | Buy |
2,480
+1,245
| +101% | +$33.2K | 0.02% | 207 |
|
|
2022
Q4 | $32.3K | Buy |
1,235
+90
| +8% | +$2.35K | 0.01% | 195 |
|
|
2022
Q3 | $29.7K | Buy |
1,145
+653
| +133% | +$16.9K | 0.01% | 191 |
|
|
2022
Q2 | $11.7K | Buy |
+492
| New | +$11.7K | ﹤0.01% | 229 |
|