Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,893
| Closed | -$2.28M | – | 383 |
|
|
2024
Q3 | $2.28M | Buy |
35,893
+6,012
| +20% | +$381K | 0.46% | 60 |
|
|
2024
Q2 | $1.77M | Buy |
29,881
+15,814
| +112% | +$937K | 0.42% | 62 |
|
|
2024
Q1 | $784K | Buy |
+14,067
| New | +$784K | 0.23% | 99 |
|
|
2023
Q3 | – | Sell |
-10,525
| Closed | -$545K | – | 274 |
|
|
2023
Q2 | $545K | Buy |
10,525
+307
| +3% | +$15.9K | 0.17% | 125 |
|
|
2023
Q1 | $514K | Buy |
10,218
+9,500
| +1,323% | +$478K | 0.18% | 132 |
|
|
2022
Q4 | $36.5K | Buy |
+718
| New | +$36.5K | 0.01% | 533 |
|