Financial Life Advisors’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 |
-9,703
| Closed | -$559K | – | 49 |
|
|
2024
Q2 | $559K | Sell |
9,703
-5,372
| -36% | -$309K | 0.23% | 33 |
|
|
2024
Q1 | $875K | Sell |
15,075
-15,169
| -50% | -$881K | 0.37% | 26 |
|
|
2023
Q4 | $1.63M | Sell |
30,244
-2,095
| -6% | -$113K | 0.7% | 25 |
|
|
2023
Q3 | $1.6M | Buy |
32,339
+240
| +0.7% | +$11.9K | 0.69% | 24 |
|
|
2023
Q2 | $1.65M | Buy |
32,099
+7,864
| +32% | +$405K | 0.69% | 24 |
|
|
2023
Q1 | $1.21M | Buy |
24,235
+162
| +0.7% | +$8.1K | 0.52% | 37 |
|
|
2022
Q4 | $1.2M | Buy |
24,073
+8,591
| +55% | +$430K | 0.56% | 40 |
|
|
2022
Q3 | $688K | Buy |
+15,482
| New | +$688K | 0.34% | 36 |
|