Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-7,292
| Closed | -$457K | – | 694 |
|
|
2024
Q3 | $457K | Sell |
7,292
-1,098
| -13% | -$68.8K | 0.13% | 146 |
|
|
2024
Q2 | $483K | Sell |
8,390
-311
| -4% | -$17.9K | 0.14% | 142 |
|
|
2024
Q1 | $505K | Buy |
8,701
+50
| +0.6% | +$2.9K | 0.15% | 133 |
|
|
2023
Q4 | $465K | Sell |
8,651
-80
| -0.9% | -$4.3K | 0.15% | 128 |
|
|
2023
Q3 | $432K | Buy |
+8,731
| New | +$432K | 0.16% | 123 |
|
|
2023
Q1 | $728K | Buy |
+14,573
| New | +$728K | 0.28% | 79 |
|
|
2022
Q4 | – | Sell |
-13,803
| Closed | -$613K | – | 491 |
|
|
2022
Q3 | $613K | Buy |
13,803
+66
| +0.5% | +$2.93K | 0.25% | 90 |
|
|
2022
Q2 | $654K | Buy |
13,737
+189
| +1% | +$9K | 0.29% | 82 |
|
|
2022
Q1 | $724K | Buy |
13,548
+61
| +0.5% | +$3.26K | 0.29% | 90 |
|
|
2021
Q4 | $750K | Buy |
+13,487
| New | +$750K | 0.28% | 97 |
|