CWA
Continuum Wealth Advisors’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 | $339K | Sell |
5,301
-601
| -10% | -$38.4K | 0.16% | 44 |
|
|
2025
Q1 | $365K | Sell |
5,902
-93
| -2% | -$5.75K | 0.19% | 37 |
|
|
2024
Q4 | $368K | Buy |
5,995
+272
| +5% | +$16.7K | 0.19% | 41 |
|
|
2024
Q3 | $359K | Sell |
5,723
-781
| -12% | -$49K | 0.19% | 43 |
|
|
2024
Q2 | $375K | Sell |
6,504
-4
| -0.1% | -$230 | 0.2% | 36 |
|
|
2024
Q1 | $378K | Sell |
6,508
-184
| -3% | -$10.7K | 0.21% | 40 |
|
|
2023
Q4 | $360K | Hold |
6,692
| – | – | 0.23% | 35 |
|
|
2023
Q3 | $331K | Sell |
6,692
-53
| -0.8% | -$2.63K | 0.23% | 35 |
|
|
2023
Q2 | $348K | Sell |
6,745
-762
| -10% | -$39.3K | 0.25% | 35 |
|
|
2023
Q1 | $375K | Sell |
7,507
-887
| -11% | -$44.3K | 0.31% | 23 |
|
|
2022
Q4 | $420K | Buy |
+8,394
| New | +$420K | 0.42% | 26 |
|