Walkner Condon Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $915K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $604K | Buy |
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