Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-145
| Closed | -$7K | – | 318 |
|
|
2022
Q2 | $7K | Sell |
145
-7
| -5% | -$338 | ﹤0.01% | 644 |
|
|
2022
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $8K | Buy |
152
+145
| +2,071% | +$7.63K | ﹤0.01% | 638 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 834 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 801 |
|