MWM
Meridian 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 | $2.76M | Buy |
48,019
+693
| +1% | +$39.8K | 0.12% | 172 |
|
2025
Q1 | $2.75M | Sell |
47,326
-526
| -1% | -$30.6K | 0.13% | 158 |
|
2024
Q4 | $2.7M | Buy |
47,852
+410
| +0.9% | +$23.2K | 0.13% | 159 |
|
2024
Q3 | $2.8M | Buy |
47,442
+2,892
| +6% | +$171K | 0.14% | 155 |
|
2024
Q2 | $2.35M | Buy |
+44,550
| New | +$2.35M | 0.28% | 69 |
|
2024
Q1 | – | Sell |
-41,116
| Closed | -$2.11M | – | 460 |
|
2023
Q4 | $2.11M | Buy |
+41,116
| New | +$2.11M | 0.13% | 170 |
|
2019
Q3 | – | Sell |
-2,039
| Closed | -$887 | – | 430 |
|
2019
Q2 | $887 | Buy |
+2,039
| New | +$887 | 0.04% | 290 |
|
2017
Q1 | – | Sell |
-23,159
| Closed | -$974K | – | 174 |
|
2016
Q4 | $974K | Buy |
+23,159
| New | +$974K | 0.77% | 32 |
|