JWM
JPL 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 | $2.69M | Buy |
46,820
+640
| +1% | +$36.8K | 0.73% | 63 |
|
|
2025
Q1 | $2.68M | Buy |
46,180
+2,001
| +5% | +$116K | 0.77% | 61 |
|
|
2024
Q4 | $2.5M | Buy |
+44,179
| New | +$2.5M | 0.72% | 62 |
|
|
2024
Q2 | $1.76M | Buy |
33,345
+1,510
| +5% | +$79.8K | 0.86% | 56 |
|
|
2024
Q1 | $1.72M | Buy |
31,835
+3,462
| +12% | +$187K | 0.95% | 53 |
|
|
2023
Q4 | $1.45M | Buy |
+28,373
| New | +$1.45M | 1.05% | 46 |
|