Abound Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.6K | Hold |
166
| – | – | ﹤0.01% | 433 |
|
2025
Q1 | $10.3K | Hold |
166
| – | – | ﹤0.01% | 399 |
|
2024
Q4 | $10.2K | Sell |
166
-3,717
| -96% | -$228K | ﹤0.01% | 382 |
|
2024
Q3 | $243K | Buy |
+3,883
| New | +$243K | 0.08% | 56 |
|
2024
Q2 | – | Sell |
-37
| Closed | -$2.15K | – | 1205 |
|
2024
Q1 | $2.15K | Buy |
+37
| New | +$2.15K | ﹤0.01% | 672 |
|
2023
Q4 | – | Sell |
-424
| Closed | -$21K | – | 1370 |
|
2023
Q3 | $21K | Buy |
424
+394
| +1,313% | +$19.5K | 0.01% | 211 |
|
2023
Q2 | $1.55K | Buy |
+30
| New | +$1.55K | ﹤0.01% | 675 |
|
2022
Q4 | – | Sell |
-1,024
| Closed | -$45.5K | – | 741 |
|
2022
Q3 | $45.5K | Buy |
+1,024
| New | +$45.5K | 0.02% | 120 |
|