Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $299K | Buy |
4,869
+14
| +0.3% | +$859 | 0.07% | 230 |
|
|
2024
Q3 | $304K | Buy |
+4,855
| New | +$304K | 0.05% | 318 |
|
|
2021
Q4 | – | Sell |
-6,645
| Closed | -$334K | – | 358 |
|
|
2021
Q3 | $334K | Hold |
6,645
| – | – | 0.15% | 164 |
|
|
2021
Q2 | $335K | Buy |
6,645
+645
| +11% | +$32.5K | 0.15% | 172 |
|
|
2021
Q1 | $290K | Hold |
6,000
| – | – | 0.12% | 187 |
|
|
2020
Q4 | $269K | Hold |
6,000
| – | – | 0.13% | 180 |
|
|
2020
Q3 | $239K | Hold |
6,000
| – | – | 0.14% | 157 |
|
|
2020
Q2 | $226K | Hold |
6,000
| – | – | 0.14% | 161 |
|
|
2020
Q1 | $196K | Hold |
6,000
| – | – | 0.14% | 167 |
|
|
2019
Q4 | $252K | Hold |
6,000
| – | – | 0.12% | 186 |
|
|
2019
Q3 | $235K | Hold |
6,000
| – | – | 0.13% | 183 |
|
|
2019
Q2 | $229K | Hold |
6,000
| – | – | 0.13% | 190 |
|
|
2019
Q1 | $221K | Buy |
+6,000
| New | +$221K | 0.14% | 192 |
|