Howard Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-13,600
| Closed | -$443K | – | 118 |
|
2020
Q1 | $443K | Hold |
13,600
| – | – | 0.39% | 39 |
|
2019
Q4 | $572K | Sell |
13,600
-2,335
| -15% | -$98.2K | 0.35% | 43 |
|
2019
Q3 | $624K | Hold |
15,935
| – | – | 0.41% | 43 |
|
2019
Q2 | $609K | Hold |
15,935
| – | – | 0.42% | 43 |
|
2019
Q1 | $586K | Hold |
15,935
| – | – | 0.42% | 46 |
|
2018
Q4 | $529K | Buy |
+15,935
| New | +$529K | 0.41% | 48 |
|