Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.35M | Buy |
25,205
+5,345
| +27% | +$285K | 0.15% | 78 |
|
|
2021
Q4 | $1.1M | Hold |
19,860
| – | – | 0.09% | 121 |
|
|
2021
Q3 | $998K | Buy |
19,860
+5,300
| +36% | +$266K | 0.1% | 135 |
|
|
2021
Q2 | $733K | Buy |
14,560
+10,000
| +219% | +$503K | 0.12% | 121 |
|
|
2021
Q1 | $220K | Hold |
4,560
| – | – | 0.04% | 217 |
|
|
2020
Q4 | $204K | Buy |
+4,560
| New | +$204K | 0.04% | 218 |
|