CW
Connectus Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.7M | Buy |
183,713
+14,794
| +9% | +$859K | 0.29% | 79 |
|
|
2023
Q4 | $9.09M | Sell |
168,919
-10,569
| -6% | -$569K | 0.19% | 112 |
|
|
2023
Q3 | $8.89M | Buy |
179,488
+172,645
| +2,523% | +$8.55M | 0.2% | 111 |
|
|
2023
Q2 | $353K | Buy |
6,843
+542
| +9% | +$27.9K | 0.01% | 379 |
|
|
2023
Q1 | $315K | Buy |
6,301
+34
| +0.5% | +$1.7K | 0.01% | 383 |
|
|
2022
Q4 | $313K | Buy |
6,267
+145
| +2% | +$7.25K | 0.01% | 378 |
|
|
2022
Q3 | $272K | Buy |
6,122
+42
| +0.7% | +$1.87K | 0.01% | 456 |
|
|
2022
Q2 | $290K | Sell |
6,080
-1,393
| -19% | -$66.4K | 0.01% | 385 |
|
|
2022
Q1 | $415K | Buy |
+7,473
| New | +$415K | 0.01% | 315 |
|