B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $257 | Sell |
5,389
-13,348
| -71% | -$637 | ﹤0.01% | 582 |
|
2022
Q1 | $1M | Sell |
18,737
-10,312
| -35% | -$551K | 0.08% | 214 |
|
2021
Q4 | $1.62M | Buy |
29,049
+11,834
| +69% | +$658K | 0.11% | 173 |
|
2021
Q3 | $865K | Buy |
17,215
+192
| +1% | +$9.65K | 0.07% | 242 |
|
2021
Q2 | $857K | Buy |
17,023
+4,099
| +32% | +$206K | 0.09% | 176 |
|
2021
Q1 | $624K | Buy |
12,924
+2,831
| +28% | +$137K | 0.07% | 200 |
|
2020
Q4 | $452K | Buy |
+10,093
| New | +$452K | 0.06% | 216 |
|