LWA
Lowe Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-290
| Closed | -$9K | – | 274 |
|
|
2020
Q1 | $9K | Buy |
290
+20
| +7% | +$621 | 0.01% | 149 |
|
|
2019
Q4 | $11K | Hold |
270
| – | – | 0.01% | 155 |
|
|
2019
Q3 | $11K | Buy |
270
+45
| +20% | +$1.83K | 0.01% | 142 |
|
|
2019
Q2 | $9K | Hold |
225
| – | – | 0.01% | 168 |
|
|
2019
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 156 |
|
|
2018
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 158 |
|
|
2018
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 159 |
|
|
2018
Q2 | $8K | Buy |
225
+40
| +22% | +$1.42K | 0.01% | 151 |
|
|
2018
Q1 | $6K | Buy |
185
+10
| +6% | +$324 | ﹤0.01% | 173 |
|
|
2017
Q4 | $6K | Hold |
175
| – | – | ﹤0.01% | 178 |
|
|
2017
Q3 | $6K | Buy |
175
+40
| +30% | +$1.37K | ﹤0.01% | 174 |
|
|
2017
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 163 |
|
|
2017
Q1 | $4K | Buy |
135
+35
| +35% | +$1.04K | ﹤0.01% | 159 |
|
|
2016
Q4 | $3K | Buy |
100
+50
| +100% | +$1.5K | ﹤0.01% | 180 |
|
|
2016
Q3 | $1K | Buy |
50
+25
| +100% | +$500 | ﹤0.01% | 219 |
|
|
2016
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 224 |
|