Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $38K | Buy |
760
+380
| +100% | +$19K | 0.01% | 551 |
|
|
2022
Q3 | $17K | Hold |
380
| – | – | 0.01% | 561 |
|
|
2022
Q2 | $18.1K | Hold |
380
| – | – | 0.01% | 553 |
|
|
2022
Q1 | $20K | Buy |
+380
| New | +$20K | 0.01% | 597 |
|
|
2021
Q3 | $282K | Hold |
5,620
| – | – | 0.1% | 162 |
|
|
2021
Q2 | $283K | Sell |
5,620
-63
| -1% | -$3.17K | 0.11% | 164 |
|
|
2021
Q1 | $274K | Buy |
+5,683
| New | +$274K | 0.15% | 114 |
|