Clearstead Advisors’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
Q2 | $56.8K | Buy |
889
+602
| +210% | +$38.5K | ﹤0.01% | 1245 |
|
2025
Q1 | $17.7K | Sell |
287
-91
| -24% | -$5.62K | ﹤0.01% | 1455 |
|
2024
Q4 | $23.2K | Sell |
378
-595
| -61% | -$36.5K | ﹤0.01% | 1334 |
|
2024
Q3 | $61K | Hold |
973
| – | – | ﹤0.01% | 1157 |
|
2024
Q2 | $56.1K | Buy |
973
+287
| +42% | +$16.5K | ﹤0.01% | 1134 |
|
2024
Q1 | $39.6K | Buy |
+686
| New | +$39.6K | ﹤0.01% | 824 |
|