Alpha Financial Partners’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 |
-18,373
| Closed | -$1.15M | – | 93 |
|
|
2024
Q3 | $1.15M | Buy |
+18,373
| New | +$1.15M | 0.82% | 30 |
|
|
2024
Q1 | – | Sell |
-4,929
| Closed | -$265K | – | 78 |
|
|
2023
Q4 | $265K | Hold |
4,929
| – | – | 0.26% | 52 |
|
|
2023
Q3 | $244K | Sell |
4,929
-1,290
| -21% | -$63.9K | 0.28% | 66 |
|
|
2023
Q2 | $320K | Hold |
6,219
| – | – | 0.34% | 58 |
|
|
2023
Q1 | $311K | Sell |
6,219
-218
| -3% | -$10.9K | 0.35% | 54 |
|
|
2022
Q4 | $322K | Buy |
+6,437
| New | +$322K | 0.39% | 49 |
|