Cascadia Advisory Services’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
Q3 | $698K | Buy |
13,892
+1,289
| +10% | +$64.8K | 0.14% | 151 |
|
|
2021
Q2 | $635K | Buy |
12,603
+425
| +3% | +$21.4K | 0.14% | 152 |
|
|
2021
Q1 | $588K | Buy |
+12,178
| New | +$588K | 0.13% | 150 |
|
|
2020
Q3 | $471K | Sell |
11,846
-3,468
| -23% | -$138K | 0.13% | 162 |
|
|
2020
Q2 | $576K | Buy |
+15,314
| New | +$576K | 0.18% | 117 |
|
|
2019
Q4 | $2.31M | Buy |
+54,800
| New | +$2.31M | 0.65% | 32 |
|