Cyndeo Wealth Partners’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 | $938K | Sell |
14,671
-923
| -6% | -$59K | 0.06% | 237 |
|
|
2025
Q1 | $963K | Buy |
15,594
+923
| +6% | +$57K | 0.06% | 218 |
|
|
2024
Q4 | $900K | Hold |
14,671
| – | – | 0.06% | 224 |
|
|
2024
Q3 | $920K | Sell |
14,671
-1,015
| -6% | -$63.6K | 0.06% | 225 |
|
|
2024
Q2 | $904K | Buy |
15,686
+1,068
| +7% | +$61.5K | 0.07% | 221 |
|
|
2024
Q1 | $849K | Buy |
14,618
+20
| +0.1% | +$1.16K | 0.07% | 215 |
|
|
2023
Q4 | $786K | Buy |
14,598
+6,799
| +87% | +$366K | 0.07% | 208 |
|
|
2023
Q3 | $386K | Buy |
+7,799
| New | +$386K | 0.04% | 242 |
|