A detailed history of Hazlett, Burt & Watson, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 1,790 shares of SDVY stock, worth $67,125. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,790
Previous 2,116 15.41%
Holding current value
$67,125
Previous $71,000 11.27%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
$29.52 - $35.31 $9,623 - $11,511
-326 Reduced 15.41%
1,790 $63,000
Q1 2025

May 05, 2025

BUY
$32.49 - $37.99 $259 - $303
8 Added 0.38%
2,116 $71,000
Q4 2024

Feb 12, 2025

BUY
$35.45 - $40.33 $44,560 - $50,694
1,257 Added 147.71%
2,108 $76,000
Q3 2024

Oct 30, 2024

BUY
$32.65 - $36.69 $97 - $110
3 Added 0.35%
851 $31,000
Q2 2024

Aug 07, 2024

BUY
$32.33 - $34.91 $27,415 - $29,603
848 New
848 $28,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Hazlett, Burt & Watson, Inc. Portfolio

Follow Hazlett, Burt & Watson, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hazlett, Burt & Watson, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hazlett, Burt & Watson, Inc. with notifications on news.