NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-192,727
| Closed | -$9.93M | – | 27 |
|
|
2023
Q2 | $9.93M | Buy |
192,727
+97,735
| +103% | +$5.04M | 1.83% | 17 |
|
|
2023
Q1 | $4.75M | Sell |
94,992
-3,621
| -4% | -$181K | 0.82% | 34 |
|
|
2022
Q4 | $4.93M | Sell |
98,613
-2,813
| -3% | -$141K | 0.93% | 33 |
|
|
2022
Q3 | $4.51M | Sell |
101,426
-7,399
| -7% | -$329K | 0.9% | 29 |
|
|
2022
Q2 | $5.18M | Sell |
108,825
-68,585
| -39% | -$3.27M | 1.13% | 25 |
|
|
2022
Q1 | $9.48M | Buy |
177,410
+38,032
| +27% | +$2.03M | 1.85% | 18 |
|
|
2021
Q4 | $7.75M | Buy |
+139,378
| New | +$7.75M | 1.49% | 25 |
|