TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,424
| Closed | -$201K | – | 104 |
|
|
2020
Q1 | $201K | Sell |
6,424
-1,825
| -22% | -$57.1K | 0.09% | 90 |
|
|
2019
Q4 | $386K | Sell |
8,249
-1,621
| -16% | -$75.9K | 0.16% | 65 |
|
|
2019
Q3 | $433K | Buy |
9,870
+492
| +5% | +$21.6K | 0.21% | 59 |
|
|
2019
Q2 | $409K | Sell |
9,378
-177
| -2% | -$7.72K | 0.2% | 61 |
|
|
2019
Q1 | $410K | Buy |
9,555
+464
| +5% | +$19.9K | 0.2% | 61 |
|
|
2018
Q4 | $356K | Buy |
+9,091
| New | +$356K | 0.19% | 64 |
|