Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,283
| Closed | -$113K | – | 899 |
|
|
2023
Q3 | $113K | Hold |
2,283
| – | – | 0.01% | 677 |
|
|
2023
Q2 | $118K | Hold |
2,283
| – | – | 0.01% | 632 |
|
|
2023
Q1 | $114K | Hold |
2,283
| – | – | 0.01% | 568 |
|
|
2022
Q4 | $114K | Buy |
+2,283
| New | +$114K | 0.01% | 561 |
|
|
2020
Q4 | – | Sell |
-886
| Closed | -$35K | – | 468 |
|
|
2020
Q3 | $35K | Buy |
+886
| New | +$35K | 0.01% | 547 |
|