Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $208K | Buy |
+4,634
| New | +$208K | 0.47% | 14 |
|
|
2020
Q3 | – | Sell |
-29,835
| Closed | -$1.12M | – | 15 |
|
|
2020
Q2 | $1.12M | Sell |
29,835
-184,147
| -86% | -$6.93M | 2.7% | 10 |
|
|
2020
Q1 | $6.97M | Buy |
213,982
+5,004
| +2% | +$163K | 8.38% | 5 |
|
|
2019
Q4 | $8.79M | Sell |
208,978
-4,428
| -2% | -$186K | 8.54% | 4 |
|
|
2019
Q3 | $8.35M | Buy |
213,406
+6,350
| +3% | +$249K | 8.81% | 4 |
|
|
2019
Q2 | $7.91M | Sell |
207,056
-2,621
| -1% | -$100K | 7.8% | 4 |
|
|
2019
Q1 | $7.71M | Buy |
+209,677
| New | +$7.71M | 8.31% | 4 |
|