LWP
Legacy Wealth Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $694K | Sell |
15,598
-530
| -3% | -$23.6K | 1.15% | 22 |
|
|
2022
Q2 | $768K | Buy |
16,128
+151
| +0.9% | +$7.19K | 1.1% | 23 |
|
|
2022
Q1 | $853K | Buy |
15,977
+4,873
| +44% | +$260K | 1% | 22 |
|
|
2021
Q4 | $617K | Sell |
11,104
-859
| -7% | -$47.7K | 0.7% | 32 |
|
|
2021
Q3 | $601K | Hold |
11,963
| – | – | 0.67% | 35 |
|
|
2021
Q2 | $602K | Hold |
11,963
| – | – | 0.69% | 37 |
|
|
2021
Q1 | $577K | Buy |
11,963
+300
| +3% | +$14.5K | 0.74% | 36 |
|
|
2020
Q4 | $523K | Sell |
11,663
-3,509
| -23% | -$157K | 0.67% | 34 |
|
|
2020
Q3 | $604K | Sell |
15,172
-1,080
| -7% | -$43K | 0.69% | 29 |
|
|
2020
Q2 | $611K | Sell |
16,252
-6,580
| -29% | -$247K | 0.73% | 30 |
|
|
2020
Q1 | $744K | Sell |
22,832
-34,038
| -60% | -$1.11M | 1.19% | 23 |
|
|
2019
Q4 | $2.39M | Buy |
+56,870
| New | +$2.39M | 2.71% | 8 |
|