AWM
Aries Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,348
| Closed | -$652K | – | 151 |
|
|
2020
Q2 | $652K | Buy |
17,348
+4,920
| +40% | +$185K | 0.4% | 59 |
|
|
2020
Q1 | $398K | Buy |
12,428
+6,124
| +97% | +$196K | 0.3% | 76 |
|
|
2019
Q4 | $265K | Hold |
6,304
| – | – | 0.16% | 122 |
|
|
2019
Q3 | $245K | Sell |
6,304
-488
| -7% | -$19K | 0.16% | 123 |
|
|
2019
Q2 | $263K | Sell |
6,792
-244
| -3% | -$9.45K | 0.18% | 119 |
|
|
2019
Q1 | $259K | Buy |
+7,036
| New | +$259K | 0.19% | 117 |
|