Pin Oak Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10K | Hold |
176
| – | – | 0.01% | 331 |
|
2025
Q1 | $11K | Hold |
176
| – | – | 0.01% | 316 |
|
2024
Q4 | $11K | Hold |
176
| – | – | 0.01% | 330 |
|
2024
Q3 | $11K | Hold |
176
| – | – | 0.01% | 331 |
|
2024
Q2 | $10K | Hold |
176
| – | – | 0.01% | 330 |
|
2024
Q1 | $10K | Hold |
176
| – | – | 0.01% | 330 |
|
2023
Q4 | $9K | Hold |
176
| – | – | 0.01% | 340 |
|
2023
Q3 | $9K | Hold |
176
| – | – | 0.01% | 330 |
|
2023
Q2 | $9K | Sell |
176
-52
| -23% | -$2.66K | 0.01% | 332 |
|
2023
Q1 | $11K | Buy |
+228
| New | +$11K | 0.01% | 299 |
|