Dakota Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,788
| Closed | -$218K | – | 731 |
|
|
2024
Q2 | $218K | Buy |
+3,788
| New | +$218K | 0.01% | 640 |
|
|
2020
Q1 | – | Sell |
-11,916
| Closed | -$501K | – | 274 |
|
|
2019
Q4 | $501K | Buy |
11,916
+575
| +5% | +$24.2K | 0.08% | 190 |
|
|
2019
Q3 | $444K | Buy |
11,341
+2,980
| +36% | +$117K | 0.08% | 190 |
|
|
2019
Q2 | $323K | Sell |
8,361
-2,639
| -24% | -$102K | 0.06% | 216 |
|
|
2019
Q1 | $409K | Buy |
+11,000
| New | +$409K | 0.08% | 202 |
|