Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-685
| Closed | -$29K | – | 831 |
|
|
2019
Q4 | $29K | Buy |
685
+4
| +0.6% | +$169 | 0.01% | 383 |
|
|
2019
Q3 | $27K | Buy |
681
+4
| +0.6% | +$159 | 0.01% | 363 |
|
|
2019
Q2 | $26K | Sell |
677
-2,092
| -76% | -$80.3K | 0.01% | 386 |
|
|
2019
Q1 | $102K | Buy |
2,769
+15
| +0.5% | +$553 | 0.02% | 237 |
|
|
2018
Q4 | $91K | Buy |
2,754
+530
| +24% | +$17.5K | 0.02% | 231 |
|
|
2018
Q3 | $82K | Sell |
2,224
-157
| -7% | -$5.79K | 0.02% | 296 |
|
|
2018
Q2 | $82K | Buy |
2,381
+812
| +52% | +$28K | 0.02% | 297 |
|
|
2018
Q1 | $53K | Buy |
+1,569
| New | +$53K | 0.01% | 317 |
|