BWA
BDO Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $462K | Sell |
8,972
-84
| -0.9% | -$4.33K | 0.05% | 179 |
|
|
2023
Q1 | $453K | Sell |
9,056
-38
| -0.4% | -$1.9K | 0.06% | 174 |
|
|
2022
Q4 | $455K | Buy |
9,094
+7
| +0.1% | +$350 | 0.06% | 179 |
|
|
2022
Q3 | $404K | Sell |
9,087
-1,222
| -12% | -$54.3K | 0.05% | 189 |
|
|
2022
Q2 | $491K | Sell |
10,309
-562
| -5% | -$26.8K | 0.06% | 176 |
|
|
2022
Q1 | $581K | Sell |
10,871
-4,829
| -31% | -$258K | 0.06% | 171 |
|
|
2021
Q4 | $873K | Sell |
15,700
-595
| -4% | -$33.1K | 0.09% | 146 |
|
|
2021
Q3 | $819K | Sell |
16,295
-1,744
| -10% | -$87.7K | 0.09% | 145 |
|
|
2021
Q2 | $908K | Sell |
18,039
-777
| -4% | -$39.1K | 0.1% | 139 |
|
|
2021
Q1 | $908K | Sell |
18,816
-4,905
| -21% | -$237K | 0.11% | 139 |
|
|
2020
Q4 | $1.06M | Sell |
23,721
-40,998
| -63% | -$1.84M | 0.15% | 98 |
|
|
2020
Q3 | $2.58M | Sell |
64,719
-7,676
| -11% | -$305K | 0.42% | 44 |
|
|
2020
Q2 | $2.72M | Sell |
72,395
-1,484
| -2% | -$55.8K | 0.48% | 41 |
|
|
2020
Q1 | $2.41M | Buy |
73,879
+70,383
| +2,013% | +$2.29M | 0.49% | 42 |
|
|
2019
Q4 | $147K | Sell |
3,496
-150
| -4% | -$6.31K | 0.04% | 218 |
|
|
2019
Q3 | $143K | Hold |
3,646
| – | – | 0.04% | 220 |
|
|
2019
Q2 | $139K | Buy |
3,646
+1,390
| +62% | +$53K | 0.04% | 221 |
|
|
2019
Q1 | $83K | Buy |
2,256
+924
| +69% | +$34K | 0.02% | 233 |
|
|
2018
Q4 | $44K | Hold |
1,332
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $49K | Sell |
1,332
-966
| -42% | -$35.5K | 0.02% | 297 |
|
|
2018
Q2 | $79K | Hold |
2,298
| – | – | 0.03% | 236 |
|
|
2018
Q1 | $78K | Hold |
2,298
| – | – | 0.03% | 199 |
|
|
2017
Q4 | $80K | Buy |
+2,298
| New | +$80K | 0.04% | 168 |
|