Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,795
| Closed | -$2.34M | – | 45 |
|
|
2023
Q1 | $2.34M | Sell |
46,795
-1,959
| -4% | -$97.9K | 2.16% | 15 |
|
|
2022
Q4 | $2.44M | Buy |
+48,754
| New | +$2.44M | 2.38% | 9 |
|
|
2021
Q2 | – | Sell |
-90,916
| Closed | -$4.39M | – | 53 |
|
|
2021
Q1 | $4.39M | Buy |
90,916
+3,518
| +4% | +$170K | 4.28% | 4 |
|
|
2020
Q4 | $3.92M | Buy |
87,398
+2,313
| +3% | +$104K | 4.23% | 5 |
|
|
2020
Q3 | $3.39M | Buy |
85,085
+5,084
| +6% | +$202K | 4.07% | 5 |
|
|
2020
Q2 | $3.01M | Buy |
+80,001
| New | +$3.01M | 3.39% | 9 |
|