AAFMAA Wealth Management & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,313
| Closed | -$284K | – | 56 |
|
2022
Q1 | $284K | Hold |
5,313
| – | – | 0.13% | 65 |
|
2021
Q4 | $295K | Sell |
5,313
-12
| -0.2% | -$666 | 0.13% | 66 |
|
2021
Q3 | $268K | Sell |
5,325
-26
| -0.5% | -$1.31K | 0.13% | 66 |
|
2021
Q2 | $269K | Buy |
5,351
+244
| +5% | +$12.3K | 0.12% | 63 |
|
2021
Q1 | $246K | Sell |
5,107
-19
| -0.4% | -$915 | 0.12% | 63 |
|
2020
Q4 | $229K | Buy |
+5,126
| New | +$229K | 0.11% | 59 |
|