AFS Financial Group’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
Q1 | – | Sell |
-3,866
| Closed | -$208K | – | 26 |
|
|
2023
Q4 | $208K | Sell |
3,866
-1,509
| -28% | -$81.2K | 0.2% | 53 |
|
|
2023
Q3 | $266K | Sell |
5,375
-12,571
| -70% | -$623K | 0.18% | 81 |
|
|
2023
Q2 | $925K | Buy |
17,946
+54
| +0.3% | +$2.78K | 0.6% | 42 |
|
|
2023
Q1 | $894K | Sell |
17,892
-616
| -3% | -$30.8K | 0.6% | 41 |
|
|
2022
Q4 | $925K | Buy |
+18,508
| New | +$925K | 0.66% | 41 |
|