LWM
LJI Wealth Management’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 | – | Sell |
-3,681
| Closed | -$231K | – | 185 |
|
|
2024
Q3 | $231K | Buy |
3,681
+18
| +0.5% | +$1.13K | 0.05% | 173 |
|
|
2024
Q2 | $211K | Buy |
3,663
+15
| +0.4% | +$864 | 0.05% | 171 |
|
|
2024
Q1 | $212K | Sell |
3,648
-184
| -5% | -$10.7K | 0.05% | 141 |
|
|
2023
Q4 | $206K | Buy |
+3,832
| New | +$206K | 0.05% | 156 |
|