Lee Financial’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 | $207K | Buy |
+3,240
| New | +$207K | 0.03% | 139 |
|
|
2024
Q1 | – | Sell |
-3,175
| Closed | -$171K | – | 326 |
|
|
2023
Q4 | $171K | Buy |
3,175
+2,450
| +338% | +$132K | 0.03% | 145 |
|
|
2023
Q3 | $35.9K | Sell |
725
-447
| -38% | -$22.1K | 0.01% | 248 |
|
|
2023
Q2 | $60.4K | Hold |
1,172
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $58.6K | Hold |
1,172
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $58.6K | Hold |
1,172
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $52K | Buy |
1,172
+447
| +62% | +$19.8K | 0.01% | 247 |
|
|
2022
Q2 | $35K | Hold |
725
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $39K | Hold |
725
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $40K | Hold |
725
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $36K | Sell |
725
-284
| -28% | -$14.1K | 0.01% | 259 |
|
|
2021
Q2 | $51K | Hold |
1,009
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $49K | Hold |
1,009
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $45K | Hold |
1,009
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $40K | Hold |
1,009
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $38K | Hold |
1,009
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $33K | Hold |
1,009
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $42K | Hold |
1,009
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $39K | Sell |
1,009
-927
| -48% | -$35.8K | 0.01% | 202 |
|
|
2019
Q2 | $74K | Hold |
1,936
| – | – | 0.02% | 176 |
|
|
2019
Q1 | $71K | Buy |
+1,936
| New | +$71K | 0.02% | 174 |
|
|
2018
Q3 | – | Sell |
-6,866
| Closed | -$235K | – | 527 |
|
|
2018
Q2 | $235K | Buy |
6,866
+2,044
| +42% | +$70K | 0.06% | 146 |
|
|
2018
Q1 | $163K | Buy |
+4,822
| New | +$163K | 0.04% | 168 |
|