Family Asset 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 | $6.57M | Buy |
104,752
+28,800
| +38% | +$1.81M | 3.95% | 5 |
|
|
2024
Q2 | $4.38M | Sell |
75,952
-68
| -0.1% | -$3.92K | 2.82% | 8 |
|
|
2024
Q1 | $4.41M | Buy |
76,020
+4,000
| +6% | +$232K | 2.76% | 8 |
|
|
2023
Q4 | $3.88M | Sell |
72,020
-18,864
| -21% | -$1.02M | 2.59% | 9 |
|
|
2023
Q3 | $4.5M | Sell |
90,884
-2,112
| -2% | -$105K | 3.32% | 6 |
|
|
2023
Q2 | $4.79M | Buy |
92,996
+14,432
| +18% | +$744K | 3.24% | 7 |
|
|
2023
Q1 | $3.93M | Sell |
78,564
-13,177
| -14% | -$659K | 2.87% | 10 |
|
|
2022
Q4 | $4.59M | Buy |
+91,741
| New | +$4.59M | 3.81% | 5 |
|