OWA
Opal Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
14,924
-448
| -3% | -$28.6K | 0.26% | 43 |
|
|
2025
Q1 | $950K | Sell |
15,372
-319
| -2% | -$19.7K | 0.29% | 39 |
|
|
2024
Q4 | $962K | Buy |
15,691
+1,027
| +7% | +$63K | 0.29% | 45 |
|
|
2024
Q3 | $919K | Buy |
14,664
+1,167
| +9% | +$73.2K | 0.29% | 47 |
|
|
2024
Q2 | $778K | Sell |
13,497
-368
| -3% | -$21.2K | 0.25% | 52 |
|
|
2024
Q1 | $805K | Buy |
13,865
+739
| +6% | +$42.9K | 0.27% | 50 |
|
|
2023
Q4 | $706K | Buy |
13,126
+83
| +0.6% | +$4.47K | 0.28% | 60 |
|
|
2023
Q3 | $646K | Buy |
13,043
+355
| +3% | +$17.6K | 0.38% | 43 |
|
|
2023
Q2 | $654K | Sell |
12,688
-35
| -0.3% | -$1.8K | 0.33% | 40 |
|
|
2023
Q1 | $636K | Sell |
12,723
-675
| -5% | -$33.7K | 0.37% | 29 |
|
|
2022
Q4 | $670K | Buy |
13,398
+3,908
| +41% | +$195K | 0.37% | 41 |
|
|
2022
Q3 | $422K | Buy |
9,490
+575
| +6% | +$25.6K | 0.31% | 49 |
|
|
2022
Q2 | $425K | Sell |
8,915
-1,342
| -13% | -$64K | 0.28% | 47 |
|
|
2022
Q1 | $548K | Buy |
10,257
+994
| +11% | +$53.1K | 0.48% | 30 |
|
|
2021
Q4 | $515K | Buy |
+9,263
| New | +$515K | 0.33% | 52 |
|