Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,525
| Closed | -$77K | – | 163 |
|
|
2021
Q2 | $77K | Buy |
+1,525
| New | +$77K | 0.03% | 133 |
|
|
2020
Q1 | – | Sell |
-5,085
| Closed | -$214K | – | 196 |
|
|
2019
Q4 | $214K | Hold |
5,085
| – | – | 0.09% | 63 |
|
|
2019
Q3 | $199K | Hold |
5,085
| – | – | 0.09% | 66 |
|
|
2019
Q2 | $194K | Buy |
+5,085
| New | +$194K | 0.09% | 60 |
|