Perigon Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Sell |
|
|||||
|
2025
Q2 | $417K | Sell |
|
|||||
|
2025
Q1 | $417K | Sell |
|
|||||
|
2024
Q4 | $447K | Buy |
|
|||||
|
2024
Q3 | $447K | Buy |
|
|||||
|
2024
Q2 | $394K | Buy |
|
|||||
|
2024
Q1 | $337K | Buy |
|
|||||
|
2023
Q4 | $255K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $601K | Sell |
|
|||||
|
2023
Q1 | $599K | Buy |
|
|||||
|
2022
Q4 | $469K | Buy |
|
|||||
|
2022
Q3 | $325K | Hold |
|
|||||
|
2022
Q2 | $348K | Hold |
|
|||||
|
2022
Q1 | $390K | Sell |
|
|||||
|
2021
Q4 | $421K | Buy |
|