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Palo Alto Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Palo Alto Wealth Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,180
Closed -$209K – 40
2023
Q3 		$209K Hold
4,180
– – 0.17% 38
2023
Q2 		$215K Hold
4,180
– – 0.17% 37
2023
Q1 		$209K Hold
4,180
– – 0.17% 41
2022
Q4 		$209K Buy
+4,180
New +$209K 0.18% 43