BFA
BMS Financial 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 | $249K | Sell |
4,825
-96
| -2% | -$4.95K | 0.16% | 102 |
|
|
2023
Q1 | $246K | Buy |
+4,921
| New | +$246K | 0.17% | 102 |
|
|
2022
Q3 | – | Sell |
-5,220
| Closed | -$290K | – | 104 |
|
|
2022
Q2 | $290K | Buy |
5,220
+158
| +3% | +$8.78K | 0.19% | 83 |
|
|
2022
Q1 | $270K | Sell |
5,062
-158
| -3% | -$8.43K | 0.17% | 95 |
|
|
2021
Q4 | $290K | Buy |
+5,220
| New | +$290K | 0.18% | 83 |
|