Lake Point 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
Q2 | $31K | Buy |
642
+568
| +768% | +$27.4K | 0.02% | 89 |
|
|
2022
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 257 |
|
|
2021
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 253 |
|
|
2021
Q2 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 265 |
|
|
2020
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 253 |
|
|
2019
Q4 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 427 |
|
|
2019
Q2 | $68K | Hold |
1,787
| – | – | 0.02% | 107 |
|
|
2019
Q1 | $68K | Sell |
1,787
-81,102
| -98% | -$3.09M | 0.02% | 107 |
|
|
2018
Q4 | $2.75M | Buy |
+82,889
| New | +$2.75M | 1.03% | 26 |
|