NewFocus Financial Group’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
Q4 | $280K | Hold |
6,257
| – | – | 0.08% | 105 |
|
2020
Q3 | $249K | Hold |
6,257
| – | – | 0.08% | 106 |
|
2020
Q2 | $235K | Hold |
6,257
| – | – | 0.08% | 105 |
|
2020
Q1 | $204K | Buy |
+6,257
| New | +$204K | 0.09% | 92 |
|
2018
Q1 | – | Sell |
-68,472
| Closed | -$2.38M | – | 72 |
|
2017
Q4 | $2.38M | Buy |
68,472
+54,327
| +384% | +$1.89M | 1.45% | 29 |
|
2017
Q3 | $459K | Buy |
14,145
+6,962
| +97% | +$226K | 0.3% | 50 |
|
2017
Q2 | $225K | Buy |
+7,183
| New | +$225K | 0.13% | 67 |
|