Institute for Wealth Management’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
Q1 | – | Sell |
-3,712
| Closed | -$206K | – | 542 |
|
|
2021
Q4 | $206K | Buy |
+3,712
| New | +$206K | 0.03% | 467 |
|
|
2020
Q3 | – | Sell |
-8,682
| Closed | -$326K | – | 418 |
|
|
2020
Q2 | $326K | Buy |
+8,682
| New | +$326K | 0.08% | 310 |
|
|
2020
Q1 | – | Sell |
-1,777
| Closed | -$75K | – | 425 |
|
|
2019
Q4 | $75K | Buy |
+1,777
| New | +$75K | 0.02% | 490 |
|