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Curi Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Curi Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,550
Closed -$245K – 37
2023
Q4 		$245K Hold
4,550
– – 0.03% 133
2023
Q3 		$225K Hold
4,550
– – 0.03% 137
2023
Q2 		$234K Buy
+4,550
New +$234K 0.03% 153