Gradient Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-66
| Closed | -$3.8K | – | 543 |
|
|
2024
Q2 | $3.8K | Buy |
+66
| New | +$3.8K | ﹤0.01% | 899 |
|
|
2024
Q1 | – | Sell |
-170
| Closed | -$9.15K | – | 1381 |
|
|
2023
Q4 | $9.15K | Hold |
170
| – | – | ﹤0.01% | 853 |
|
|
2023
Q3 | $8.42K | Hold |
170
| – | – | ﹤0.01% | 835 |
|
|
2023
Q2 | $8.76K | Hold |
170
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $8.5K | Sell |
170
-488
| -74% | -$24.4K | ﹤0.01% | 843 |
|
|
2022
Q4 | $32.9K | Buy |
658
+227
| +53% | +$11.4K | ﹤0.01% | 587 |
|
|
2022
Q3 | $19K | Buy |
+431
| New | +$19K | ﹤0.01% | 678 |
|
|
2021
Q1 | – | Sell |
-1,138
| Closed | -$45K | – | 1177 |
|
|
2020
Q4 | $45K | Hold |
1,138
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $45K | Buy |
+1,138
| New | +$45K | ﹤0.01% | 420 |
|
|
2019
Q4 | – | Sell |
-294
| Closed | -$12K | – | 1119 |
|
|
2019
Q3 | $12K | Buy |
+294
| New | +$12K | ﹤0.01% | 623 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$15K | – | 991 |
|
|
2018
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 534 |
|
|
2018
Q1 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 537 |
|