Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,994
| Closed | -$103K | – | 233 |
|
|
2023
Q2 | $103K | Buy |
1,994
+4
| +0.2% | +$206 | 0.1% | 138 |
|
|
2023
Q1 | $99.5K | Buy |
1,990
+155
| +8% | +$7.75K | 0.1% | 147 |
|
|
2022
Q4 | $91.8K | Buy |
1,835
+6
| +0.3% | +$300 | 0.07% | 127 |
|
|
2022
Q3 | $81K | Sell |
1,829
-1,034
| -36% | -$45.8K | 0.06% | 130 |
|
|
2022
Q2 | $136K | Sell |
2,863
-1,470
| -34% | -$69.8K | 0.1% | 98 |
|
|
2022
Q1 | $231K | Sell |
4,333
-609
| -12% | -$32.5K | 0.15% | 85 |
|
|
2021
Q4 | $275K | Buy |
4,942
+1,392
| +39% | +$77.5K | 0.17% | 97 |
|
|
2021
Q3 | $178K | Sell |
3,550
-439
| -11% | -$22K | 0.11% | 119 |
|
|
2021
Q2 | $201K | Hold |
3,989
| – | – | 0.12% | 118 |
|
|
2021
Q1 | $193K | Hold |
3,989
| – | – | 0.13% | 114 |
|
|
2020
Q4 | $179K | Buy |
+3,989
| New | +$179K | 0.12% | 112 |
|