BFWA
DGRO icon

Benchmark Financial 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
Q1
Sell
-6,494
Closed -$325K 70
2022
Q4
$325K Sell
6,494
-1,769
-21% -$88.5K 0.18% 52
2022
Q3
$367K Buy
8,263
+29
+0.4% +$1.29K 0.22% 43
2022
Q2
$392K Buy
+8,234
New +$392K 0.2% 40