Atlas Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,527
| Closed | -$274K | – | 34 |
|
|
2023
Q3 | $274K | Buy |
+5,527
| New | +$274K | 0.21% | 34 |
|
|
2023
Q1 | – | Sell |
-5,003
| Closed | -$250K | – | 29 |
|
|
2022
Q4 | $250K | Sell |
5,003
-361
| -7% | -$18.1K | 0.34% | 19 |
|
|
2022
Q3 | $239K | Sell |
5,364
-1,534
| -22% | -$68.3K | 0.39% | 10 |
|
|
2022
Q2 | $329K | Sell |
6,898
-227
| -3% | -$10.8K | 0.38% | 13 |
|
|
2022
Q1 | $381K | Buy |
7,125
+90
| +1% | +$4.81K | 0.38% | 15 |
|
|
2021
Q4 | $391K | Buy |
+7,035
| New | +$391K | 0.37% | 9 |
|