Kohmann Bosshard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Hold |
56,644
| – | – | 0.4% | 33 |
|
|
2025
Q1 | $3.5M | Sell |
56,644
-1,386
| -2% | -$85.6K | 0.41% | 31 |
|
|
2024
Q4 | $3.56M | Hold |
58,030
| – | – | 0.43% | 32 |
|
|
2024
Q3 | $3.64M | Hold |
58,030
| – | – | 0.45% | 34 |
|
|
2024
Q2 | $3.34M | Sell |
58,030
-2
| -0% | -$115 | 0.45% | 34 |
|
|
2024
Q1 | $3.37M | Hold |
58,032
| – | – | 0.47% | 38 |
|
|
2023
Q4 | $3.12M | Sell |
58,032
-315
| -0.5% | -$17K | 0.48% | 38 |
|
|
2023
Q3 | $2.89M | Hold |
58,347
| – | – | 0.5% | 36 |
|
|
2023
Q2 | $3.01M | Buy |
58,347
+4,893
| +9% | +$252K | 0.52% | 36 |
|
|
2023
Q1 | $2.67M | Sell |
53,454
-175
| -0.3% | -$8.75K | 0.5% | 36 |
|
|
2022
Q4 | $2.68M | Buy |
53,629
+3,661
| +7% | +$183K | 0.53% | 36 |
|
|
2022
Q3 | $2.22M | Buy |
49,968
+25,592
| +105% | +$1.14M | 0.49% | 38 |
|
|
2022
Q2 | $1.16M | Buy |
24,376
+3,045
| +14% | +$145K | 0.26% | 52 |
|
|
2022
Q1 | $1.14M | Hold |
21,331
| – | – | 0.22% | 52 |
|
|
2021
Q4 | $1.19M | Hold |
21,331
| – | – | 0.24% | 52 |
|
|
2021
Q3 | $1.07M | Hold |
21,331
| – | – | 0.23% | 48 |
|
|
2021
Q2 | $1.07M | Hold |
21,331
| – | – | 0.25% | 48 |
|
|
2021
Q1 | $1.03M | Sell |
21,331
-2,377
| -10% | -$115K | 0.28% | 47 |
|
|
2020
Q4 | $1.06M | Sell |
23,708
-3,665
| -13% | -$164K | 0.33% | 46 |
|
|
2020
Q3 | $1.09M | Sell |
27,373
-1,684
| -6% | -$67K | 0.39% | 43 |
|
|
2020
Q2 | $1.09M | Buy |
29,057
+2,509
| +9% | +$94.4K | 0.41% | 43 |
|
|
2020
Q1 | $865K | Buy |
+26,548
| New | +$865K | 0.38% | 46 |
|