Millington Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-41,118
| Closed | -$2.21M | – | 80 |
|
2023
Q4 | $2.21M | Buy |
41,118
+1,485
| +4% | +$79.9K | 1.77% | 14 |
|
2023
Q3 | $1.96M | Buy |
39,633
+1,348
| +4% | +$66.8K | 1.76% | 15 |
|
2023
Q2 | $1.97M | Sell |
38,285
-4,235
| -10% | -$218K | 1.75% | 15 |
|
2023
Q1 | $2.13M | Sell |
42,520
-280
| -0.7% | -$14K | 1.97% | 14 |
|
2022
Q4 | $2.14M | Buy |
+42,800
| New | +$2.14M | 2.09% | 14 |
|