Capstone Triton Financial Group’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
Q1 | – | Sell |
-4,973
| Closed | -$268K | – | 102 |
|
|
2023
Q4 | $268K | Sell |
4,973
-71
| -1% | -$3.82K | 0.2% | 92 |
|
|
2023
Q3 | $250K | Hold |
5,044
| – | – | 0.18% | 94 |
|
|
2023
Q2 | $260K | Buy |
5,044
+44
| +0.9% | +$2.27K | 0.18% | 87 |
|
|
2023
Q1 | $250K | Sell |
5,000
-664
| -12% | -$33.2K | 0.19% | 88 |
|
|
2022
Q4 | $283K | Buy |
5,664
+77
| +1% | +$3.85K | 0.23% | 82 |
|
|
2022
Q3 | $248K | Buy |
5,587
+506
| +10% | +$22.5K | 0.21% | 84 |
|
|
2022
Q2 | $251K | Sell |
5,081
-22,788
| -82% | -$1.13M | 0.19% | 87 |
|
|
2022
Q1 | $1.43M | Buy |
+27,869
| New | +$1.43M | 1% | 33 |
|
|
2021
Q4 | – | Sell |
-27,553
| Closed | -$1.46M | – | 100 |
|
|
2021
Q3 | $1.46M | Buy |
27,553
+16,651
| +153% | +$884K | 0.88% | 33 |
|
|
2021
Q2 | $549K | Buy |
+10,902
| New | +$549K | 0.34% | 64 |
|