Caitlin John’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,908
| Closed | -$240K | – | 280 |
|
2024
Q4 | $240K | Buy |
3,908
+126
| +3% | +$7.73K | 0.16% | 118 |
|
2024
Q3 | $241K | Buy |
3,782
+868
| +30% | +$55.4K | 0.15% | 121 |
|
2024
Q2 | $168K | Sell |
2,914
-114
| -4% | -$6.57K | 0.12% | 124 |
|
2024
Q1 | $176K | Hold |
3,028
| – | – | 0.13% | 120 |
|
2023
Q4 | $163K | Buy |
+3,028
| New | +$163K | 0.13% | 119 |
|