CPWMP
DGRO icon

Cardinal Point Wealth Management Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$723K Buy
14,471
+2,974
+26% +$149K 0.22% 43
2022
Q4
$575K Buy
11,497
+6
+0.1% +$300 0.2% 41
2022
Q3
$518K Buy
11,491
+7
+0.1% +$316 0.25% 30
2022
Q2
$547K Buy
+11,484
New +$547K 0.26% 33