Waterfront Wealth’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 | $259K | Sell |
7,340
-905
| -11% | -$31.9K | 0.06% | 239 |
|
|
2025
Q1 | $276K | Buy |
8,245
+1,167
| +16% | +$39.1K | 0.07% | 222 |
|
|
2024
Q4 | $254K | Buy |
7,078
+18
| +0.3% | +$645 | 0.06% | 229 |
|
|
2024
Q3 | $255K | Buy |
7,060
+635
| +10% | +$22.9K | 0.06% | 229 |
|
|
2024
Q2 | $214K | Hold |
6,425
| – | – | 0.06% | 231 |
|
|
2024
Q1 | $214K | Sell |
6,425
-110
| -2% | -$3.66K | 0.06% | 232 |
|
|
2023
Q4 | $214K | Buy |
+6,535
| New | +$214K | 0.06% | 234 |
|
|
2023
Q3 | – | Sell |
-7,000
| Closed | -$209K | – | 253 |
|
|
2023
Q2 | $209K | Buy |
+7,000
| New | +$209K | 0.06% | 234 |
|