CWM
Cedar Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
3,934
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $243K | Hold |
3,934
| – | – | 0.09% | 74 |
|
|
2024
Q4 | $241K | Sell |
3,934
-21,835
| -85% | -$1.34M | 0.09% | 69 |
|
|
2024
Q3 | $1.62M | Sell |
25,769
-503
| -2% | -$31.5K | 0.5% | 30 |
|
|
2024
Q2 | $1.51M | Sell |
26,272
-300
| -1% | -$17.3K | 0.49% | 29 |
|
|
2024
Q1 | $1.54M | Buy |
26,572
+121
| +0.5% | +$7.03K | 0.51% | 29 |
|
|
2023
Q4 | $1.42M | Buy |
26,451
+460
| +2% | +$24.8K | 0.52% | 30 |
|
|
2023
Q3 | $1.29M | Buy |
25,991
+38
| +0.1% | +$1.88K | 0.51% | 30 |
|
|
2023
Q2 | $1.34M | Sell |
25,953
-201
| -0.8% | -$10.4K | 0.52% | 28 |
|
|
2023
Q1 | $1.31M | Sell |
26,154
-45,134
| -63% | -$2.26M | 0.54% | 27 |
|
|
2022
Q4 | $3.56M | Sell |
71,288
-14,056
| -16% | -$703K | 1.76% | 10 |
|
|
2022
Q3 | $3.8M | Buy |
85,344
+3,052
| +4% | +$136K | 1.89% | 11 |
|
|
2022
Q2 | $3.92M | Sell |
82,292
-5,276
| -6% | -$251K | 1.79% | 12 |
|
|
2022
Q1 | $4.68M | Sell |
87,568
-6,419
| -7% | -$343K | 1.89% | 11 |
|
|
2021
Q4 | $5.22M | Buy |
93,987
+127
| +0.1% | +$7.06K | 2.11% | 9 |
|
|
2021
Q3 | $4.72M | Buy |
93,860
+355
| +0.4% | +$17.8K | 2.1% | 9 |
|
|
2021
Q2 | $4.71M | Buy |
93,505
+6,012
| +7% | +$303K | 2.12% | 8 |
|
|
2021
Q1 | $4.22M | Buy |
87,493
+365
| +0.4% | +$17.6K | 2.1% | 7 |
|
|
2020
Q4 | $3.91M | Buy |
87,128
+868
| +1% | +$38.9K | 2.1% | 6 |
|
|
2020
Q3 | $3.43M | Sell |
86,260
-1,426
| -2% | -$56.7K | 2.13% | 7 |
|
|
2020
Q2 | $3.3M | Buy |
87,686
+23,492
| +37% | +$883K | 2.22% | 7 |
|
|
2020
Q1 | $2.09M | Buy |
+64,194
| New | +$2.09M | 1.41% | 10 |
|