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Bellwether 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 | – | Hold |
0
| – | – | – | 182 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$200 | – | 506 |
|
2022
Q4 | $200 | Buy |
+4
| New | +$200 | ﹤0.01% | 417 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 483 |
|
2022
Q2 | – | Sell |
-364
| Closed | -$19K | – | 447 |
|
2022
Q1 | $19K | Hold |
364
| – | – | 0.01% | 259 |
|
2021
Q4 | $20K | Hold |
364
| – | – | 0.01% | 274 |
|
2021
Q3 | $18K | Hold |
364
| – | – | 0.01% | 257 |
|
2021
Q2 | $18K | Hold |
364
| – | – | 0.01% | 229 |
|
2021
Q1 | $17K | Hold |
364
| – | – | 0.01% | 212 |
|
2020
Q4 | $16K | Buy |
+364
| New | +$16K | 0.01% | 206 |
|