SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-868
| Closed | -$39K | – | 620 |
|
|
2022
Q3 | $39K | Hold |
868
| – | – | 0.02% | 326 |
|
|
2022
Q2 | $43K | Hold |
868
| – | – | 0.02% | 347 |
|
|
2022
Q1 | $48K | Hold |
868
| – | – | 0.02% | 307 |
|
|
2021
Q4 | $47K | Sell |
868
-300
| -26% | -$16.2K | 0.02% | 279 |
|
|
2021
Q3 | $60K | Buy |
1,168
+300
| +35% | +$15.4K | 0.03% | 238 |
|
|
2021
Q2 | $46K | Buy |
868
+193
| +29% | +$10.2K | 0.04% | 200 |
|
|
2021
Q1 | $35K | Buy |
675
+4
| +0.6% | +$207 | 0.03% | 149 |
|
|
2020
Q4 | $30K | Buy |
671
+3
| +0.4% | +$134 | 0.02% | 146 |
|
|
2020
Q3 | $25K | Buy |
668
+4
| +0.6% | +$150 | 0.02% | 135 |
|
|
2020
Q2 | $24K | Buy |
664
+5
| +0.8% | +$181 | 0.02% | 156 |
|
|
2020
Q1 | $21K | Buy |
659
+5
| +0.8% | +$159 | 0.03% | 102 |
|
|
2019
Q4 | $31K | Buy |
654
+4
| +0.6% | +$190 | 0.04% | 92 |
|
|
2019
Q3 | $29K | Buy |
+650
| New | +$29K | 0.04% | 99 |
|