Cornerstone Planning Group’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 | $12.9K | Sell |
199
-305
| -61% | -$19.7K | ﹤0.01% | 501 |
|
2025
Q1 | $29.6K | Buy |
+504
| New | +$29.6K | 0.01% | 327 |
|
2024
Q4 | – | Sell |
-3
| Closed | -$190 | – | 1422 |
|
2024
Q3 | $190 | Sell |
3
-277
| -99% | -$17.5K | ﹤0.01% | 1231 |
|
2024
Q2 | $16.1K | Buy |
280
+194
| +226% | +$11.2K | ﹤0.01% | 349 |
|
2024
Q1 | $4.86K | Buy |
86
+83
| +2,767% | +$4.69K | ﹤0.01% | 519 |
|
2023
Q4 | $161 | Hold |
3
| – | – | ﹤0.01% | 875 |
|
2023
Q3 | $149 | Sell |
3
-866
| -100% | -$43K | ﹤0.01% | 1061 |
|
2023
Q2 | $44.8K | Buy |
+869
| New | +$44.8K | 0.02% | 263 |
|
2022
Q4 | $120K | Buy |
+2,414
| New | +$120K | 0.05% | 136 |
|