SFWA
Summit Financial Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $637K | Buy |
10,957
+1,380
| +14% | +$80.2K | 0.13% | 82 |
|
|
2024
Q4 | $552K | Buy |
9,577
+460
| +5% | +$26.5K | 0.11% | 87 |
|
|
2024
Q3 | $538K | Buy |
9,117
+1,483
| +19% | +$87.5K | 0.1% | 83 |
|
|
2024
Q2 | $403K | Buy |
+7,634
| New | +$403K | 0.08% | 90 |
|
|
2018
Q4 | – | Sell |
-4,551
| Closed | -$201K | – | 146 |
|
|
2018
Q3 | $201K | Buy |
+4,551
| New | +$201K | 0.06% | 138 |
|
|
2016
Q1 | – | Sell |
-322,784
| Closed | -$11.5M | – | 141 |
|
|
2015
Q4 | $11.5M | Sell |
322,784
-58,429
| -15% | -$2.08M | 5.25% | 2 |
|
|
2015
Q3 | $12.9M | Sell |
381,213
-62,175
| -14% | -$2.11M | 8.35% | 1 |
|
|
2015
Q2 | $16.3M | Sell |
443,388
-685
| -0.2% | -$25.1K | 10.06% | 1 |
|
|
2015
Q1 | $17.2M | Buy |
444,073
+32,895
| +8% | +$1.27M | 11.63% | 1 |
|
|
2014
Q4 | $15.6M | Buy |
+411,178
| New | +$15.6M | 10.86% | 1 |
|