BIP
Bouvel Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
25,421
-246
| -1% | -$15.7K | 0.55% | 58 |
|
|
2025
Q1 | $1.61M | Buy |
25,667
+719
| +3% | +$45.1K | 0.61% | 54 |
|
|
2024
Q4 | $1.53M | Sell |
24,948
-719
| -3% | -$44.1K | 0.55% | 56 |
|
|
2024
Q3 | $1.61M | Sell |
25,667
-487
| -2% | -$30.5K | 0.61% | 54 |
|
|
2024
Q2 | $1.51M | Sell |
26,154
-292
| -1% | -$16.8K | 0.58% | 53 |
|
|
2024
Q1 | $1.54M | Sell |
26,446
-171
| -0.6% | -$9.93K | 0.66% | 52 |
|
|
2023
Q4 | $1.43M | Buy |
26,617
+67
| +0.3% | +$3.61K | 0.67% | 54 |
|
|
2023
Q3 | $1.32M | Buy |
26,550
+2,821
| +12% | +$140K | 0.71% | 53 |
|
|
2023
Q2 | $1.22M | Buy |
23,729
+17
| +0.1% | +$876 | 0.67% | 54 |
|
|
2023
Q1 | $1.19M | Buy |
23,712
+31
| +0.1% | +$1.55K | 0.69% | 51 |
|
|
2022
Q4 | $1.18M | Sell |
23,681
-1,701
| -7% | -$85.1K | 0.76% | 50 |
|
|
2022
Q3 | $1.13M | Sell |
25,382
-13,416
| -35% | -$597K | 0.75% | 50 |
|
|
2022
Q2 | $1.85M | Buy |
38,798
+333
| +0.9% | +$15.9K | 1.39% | 30 |
|
|
2022
Q1 | $2.05M | Sell |
38,465
-239
| -0.6% | -$12.8K | 1.25% | 38 |
|
|
2021
Q4 | $2.15M | Sell |
38,704
-662
| -2% | -$36.8K | 1.21% | 35 |
|
|
2021
Q3 | $1.98M | Buy |
39,366
+322
| +0.8% | +$16.2K | 1.12% | 44 |
|
|
2021
Q2 | $1.97M | Buy |
39,044
+10,683
| +38% | +$538K | 1.11% | 46 |
|
|
2021
Q1 | $1.37M | Sell |
28,361
-7,442
| -21% | -$359K | 0.88% | 51 |
|
|
2020
Q4 | $1.61M | Buy |
+35,803
| New | +$1.61M | 1.14% | 41 |
|