BWM
BKM Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
10,627
+277
| +3% | +$15.9K | 0.24% | 97 |
|
|
2025
Q1 | $601K | Hold |
10,350
| – | – | 0.25% | 95 |
|
|
2024
Q4 | $585K | Sell |
10,350
-843
| -8% | -$47.6K | 0.24% | 97 |
|
|
2024
Q3 | $660K | Sell |
11,193
-180
| -2% | -$10.6K | 0.27% | 93 |
|
|
2024
Q2 | $601K | Sell |
11,373
-313
| -3% | -$16.5K | 0.29% | 93 |
|
|
2024
Q1 | $630K | Sell |
11,686
-537
| -4% | -$29K | 0.27% | 88 |
|
|
2023
Q4 | $627K | Buy |
+12,223
| New | +$627K | 0.27% | 90 |
|