Cardinal Point Capital Management’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
Q2 | $675K | Sell |
10,561
-1,123
| -10% | -$71.8K | 0.05% | 121 |
|
|
2025
Q1 | $722K | Buy |
11,684
+5
| +0% | +$309 | 0.07% | 97 |
|
|
2024
Q4 | $716K | Sell |
11,679
-43
| -0.4% | -$2.64K | 0.11% | 44 |
|
|
2024
Q3 | $735K | Buy |
11,722
+7
| +0.1% | +$439 | 0.12% | 41 |
|
|
2024
Q2 | $675K | Buy |
11,715
+6
| +0.1% | +$346 | 0.12% | 39 |
|
|
2024
Q1 | $680K | Buy |
11,709
+6
| +0.1% | +$348 | 0.13% | 34 |
|
|
2023
Q4 | $630K | Buy |
11,703
+16
| +0.1% | +$861 | 0.15% | 33 |
|
|
2023
Q3 | $583K | Buy |
11,687
+180
| +2% | +$8.99K | 0.15% | 38 |
|
|
2023
Q2 | $593K | Sell |
11,507
-2,964
| -20% | -$153K | 0.18% | 39 |
|
|
2023
Q1 | $723K | Buy |
14,471
+2,974
| +26% | +$149K | 0.22% | 43 |
|
|
2022
Q4 | $575K | Buy |
+11,497
| New | +$575K | 0.2% | 41 |
|