Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,022
| Closed | -$264K | – | 104 |
|
|
2020
Q2 | $264K | Sell |
7,022
-871
| -11% | -$32.7K | 0.09% | 102 |
|
|
2020
Q1 | $257K | Buy |
7,893
+636
| +9% | +$20.7K | 0.1% | 100 |
|
|
2019
Q4 | $305K | Sell |
7,257
-19
| -0.3% | -$799 | 0.1% | 103 |
|
|
2019
Q3 | $285K | Buy |
7,276
+1,632
| +29% | +$63.9K | 0.1% | 108 |
|
|
2019
Q2 | $216K | Buy |
+5,644
| New | +$216K | 0.08% | 110 |
|