AWA
Amplius Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
4,145
-441
| -10% | -$28.2K | 0.02% | 169 |
|
|
2025
Q1 | $283K | Buy |
4,586
+1,300
| +40% | +$80.3K | 0.03% | 141 |
|
|
2024
Q4 | $202K | Hold |
3,286
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $206K | Buy |
+3,286
| New | +$206K | 0.02% | 171 |
|
|
2024
Q1 | – | Sell |
-4,686
| Closed | -$252K | – | 180 |
|
|
2023
Q4 | $252K | Hold |
4,686
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $232K | Hold |
4,686
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $241K | Sell |
4,686
-52
| -1% | -$2.68K | 0.03% | 142 |
|
|
2023
Q1 | $237K | Sell |
4,738
-51
| -1% | -$2.55K | 0.03% | 143 |
|
|
2022
Q4 | $239K | Sell |
4,789
-5,249
| -52% | -$262K | 0.04% | 137 |
|
|
2022
Q3 | $446K | Sell |
10,038
-3,641
| -27% | -$162K | 0.08% | 94 |
|
|
2022
Q2 | $651K | Sell |
13,679
-45,274
| -77% | -$2.15M | 0.11% | 74 |
|
|
2022
Q1 | $3.15M | Buy |
58,953
+9,787
| +20% | +$523K | 0.48% | 36 |
|
|
2021
Q4 | $2.73M | Buy |
+49,166
| New | +$2.73M | 0.38% | 38 |
|