AWS
Aspen Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,573
| Closed | -$324K | – | 74 |
|
|
2024
Q1 | $324K | Sell |
5,573
-41,527
| -88% | -$2.41M | 0.22% | 56 |
|
|
2023
Q4 | $2.53M | Sell |
47,100
-144,499
| -75% | -$7.78M | 1.84% | 13 |
|
|
2023
Q3 | $9.49M | Sell |
191,599
-5,983
| -3% | -$296K | 7.4% | 5 |
|
|
2023
Q2 | $10.2M | Sell |
197,582
-4,536
| -2% | -$234K | 7.73% | 3 |
|
|
2023
Q1 | $10.1M | Sell |
202,118
-25,729
| -11% | -$1.29M | 7.84% | 3 |
|
|
2022
Q4 | $11.4M | Buy |
+227,847
| New | +$11.4M | 9.12% | 3 |
|