Advocacy Wealth Management Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $9.97M | Sell |
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|
2023
Q3 | $56.1M | Buy |
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|
2023
Q2 | $56.2M | Buy |
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|
2023
Q1 | $52.3M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $21K | Buy |
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