Castleview Partners’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
Q1 | – | Sell |
-1,686
| Closed | -$103K | – | 269 |
|
|
2024
Q4 | $103K | Buy |
1,686
+65
| +4% | +$3.97K | 0.06% | 248 |
|
|
2024
Q3 | $102K | Hold |
1,621
| – | – | 0.06% | 231 |
|
|
2024
Q2 | $93.4K | Buy |
1,621
+520
| +47% | +$30K | 0.05% | 248 |
|
|
2024
Q1 | $63.9K | Hold |
1,101
| – | – | 0.04% | 316 |
|
|
2023
Q4 | $59.3K | Buy |
1,101
+10
| +0.9% | +$538 | 0.04% | 276 |
|
|
2023
Q3 | $54K | Buy |
1,091
+2
| +0.2% | +$99 | 0.05% | 244 |
|
|
2023
Q2 | $56.1K | Sell |
1,089
-856
| -44% | -$44.1K | 0.05% | 243 |
|
|
2023
Q1 | $97.2K | Hold |
1,945
| – | – | 0.09% | 185 |
|
|
2022
Q4 | $97.3K | Buy |
+1,945
| New | +$97.3K | 0.09% | 166 |
|
|
2022
Q1 | – | Sell |
-782,048
| Closed | -$14.1K | – | 782 |
|
|
2021
Q4 | $14.1K | Buy |
+782,048
| New | +$14.1K | 0.11% | 77 |
|