MWM
Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $943K | Hold |
19,800
| – | – | 0.24% | 77 |
|
|
2022
Q1 | $1.06M | Hold |
19,800
| – | – | 0.23% | 84 |
|
|
2021
Q4 | $1.1M | Hold |
19,800
| – | – | 0.21% | 84 |
|
|
2021
Q3 | $995K | Hold |
19,800
| – | – | 0.22% | 90 |
|
|
2021
Q2 | $1.01M | Sell |
19,800
-200
| -1% | -$10.2K | 0.22% | 89 |
|
|
2021
Q1 | $965K | Hold |
20,000
| – | – | 0.25% | 87 |
|
|
2020
Q4 | $896K | Sell |
20,000
-10,212
| -34% | -$457K | 0.27% | 84 |
|
|
2020
Q3 | $1.2M | Buy |
+30,212
| New | +$1.2M | 0.45% | 64 |
|