Perigon Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-900
Closed -$40K 936
2020
Q4
$40K Buy
+900
New +$37.8K ﹤0.01% 815
2018
Q2
Sell
-1,839
Closed -$80K 529
2018
Q1
$80K Hold
1,839
0.03% 260
2017
Q4
$84K Hold
1,839
0.03% 228
2017
Q3
$81K Hold
1,839
0.03% 283
2017
Q2
$78K Hold
1,839
0.02% 328
2017
Q1
$79K Hold
1,839
0.02% 330
2016
Q4
$81K Hold
1,839
0.02% 307
2016
Q3
$76K Buy
+1,839
New +$76.2K 0.02% 266

Other funds holding SDOG

Perigon Wealth Management's SDOG Position: Q1 2021 in Review

Perigon Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2021, closing a stake of 900 shares — an estimated $40K sold.

Perigon Wealth Management first reported a position in SDOG in Q3 2016 and held it in 8 quarters. The position peaked at $84K in Q4 2017. 126 funds tracked by Wall St. Rank hold SDOG as of Q1 2021.

  • Perigon Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 900 ALPS Sector Dividend Dogs ETF shares in Q1 2021, an estimated $40K.
  • Perigon Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2016 and held it in 8 quarters.
  • Perigon Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $84K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.