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Beacon Capital Management Inc (Ohio)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-489
Closed -$25K – 65
2021
Q3 		$25K Buy
+489
New +$25.3K ﹤0.01% 51

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Beacon Capital Management Inc (Ohio)'s DGRO Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2021, closing a stake of 489 shares — an estimated $25K sold.

Beacon Capital Management Inc (Ohio) first reported a position in DGRO in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 766 funds tracked by Wall St. Rank hold DGRO as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares Core Dividend Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 489 iShares Core Dividend Growth ETF shares in Q4 2021, an estimated $25K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares Core Dividend Growth ETF position peaked at $25K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.