FSC Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.76M | Hold |
43,173
| – | – | 1.74% | 16 |
|
2025
Q1 | $2.67M | Hold |
43,173
| – | – | 1.75% | 16 |
|
2024
Q4 | $2.65M | Hold |
43,173
| – | – | 1.7% | 18 |
|
2024
Q3 | $2.71M | Buy |
+43,173
| New | +$2.71M | 1.94% | 18 |
|
2022
Q4 | – | Sell |
-800
| Closed | -$36K | – | 177 |
|
2022
Q3 | $36K | Hold |
800
| – | – | 0.35% | 53 |
|
2022
Q2 | $38K | Sell |
800
-167
| -17% | -$7.93K | 0.34% | 57 |
|
2022
Q1 | $52K | Buy |
967
+13
| +1% | +$699 | 0.05% | 65 |
|
2021
Q4 | $53K | Buy |
+954
| New | +$53K | 0.04% | 72 |
|