LSAG
Lake Street Advisors Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.7M | Hold |
27,791
| – | – | 0.08% | 162 |
|
|
2024
Q3 | $1.74M | Hold |
27,791
| – | – | 0.08% | 142 |
|
|
2024
Q2 | $1.6M | Buy |
+27,791
| New | +$1.6M | 0.08% | 157 |
|
|
2024
Q1 | – | Sell |
-27,791
| Closed | -$1.5M | – | 660 |
|
|
2023
Q4 | $1.5M | Sell |
27,791
-3
| -0% | -$161 | 0.08% | 171 |
|
|
2023
Q3 | $1.38M | Sell |
27,794
-35,110
| -56% | -$1.74M | 0.08% | 141 |
|
|
2023
Q2 | $3.24M | Hold |
62,904
| – | – | 0.18% | 83 |
|
|
2023
Q1 | $3.15M | Sell |
62,904
-1,547
| -2% | -$77.3K | 0.19% | 77 |
|
|
2022
Q4 | $3.22M | Buy |
64,451
+10
| +0% | +$500 | 0.21% | 76 |
|
|
2022
Q3 | $2.87M | Buy |
64,441
+12
| +0% | +$534 | 0.21% | 76 |
|
|
2022
Q2 | $3.07M | Buy |
64,429
+7
| +0% | +$333 | 0.22% | 68 |
|
|
2022
Q1 | $3.44M | Buy |
64,422
+8
| +0% | +$427 | 0.22% | 71 |
|
|
2021
Q4 | $3.58M | Buy |
64,414
+8
| +0% | +$445 | 0.23% | 68 |
|
|
2021
Q3 | $3.24M | Buy |
+64,406
| New | +$3.24M | 0.35% | 52 |
|