Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,606
| Closed | -$204K | – | 82 |
|
|
2019
Q1 | $204K | Sell |
5,606
-2,192
| -28% | -$79.8K | 0.12% | 82 |
|
|
2018
Q4 | $257K | Sell |
7,798
-1,443
| -16% | -$47.6K | 0.16% | 60 |
|
|
2018
Q3 | $342K | Sell |
9,241
-391
| -4% | -$14.5K | 0.22% | 50 |
|
|
2018
Q2 | $329K | Sell |
9,632
-6,113
| -39% | -$209K | 0.24% | 67 |
|
|
2018
Q1 | $533K | Sell |
15,745
-120,099
| -88% | -$4.07M | 0.34% | 49 |
|
|
2017
Q4 | $4.89M | Buy |
+135,844
| New | +$4.89M | 2.83% | 8 |
|