Atticus Wealth Management’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
-2,481
Closed -$123K 573
2023
Q3
$123K Sell
2,481
-269
-10% -$13.3K 0.05% 156
2023
Q2
$142K Sell
2,750
-306
-10% -$15.8K 0.05% 155
2023
Q1
$153K Buy
+3,056
New +$153K 0.06% 146