Caliber Wealth Management (Utah)’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
2021
Q2
Sell
-7,625
Closed -$368K 79
2021
Q1
$368K Sell
7,625
-169
-2% -$8.16K 0.27% 65
2020
Q4
$349K Buy
+7,794
New +$349K 0.34% 61