Pine Harbor Wealth Management’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 | $1.47M | Buy |
22,996
+4,414
| +24% | +$282K | 0.52% | 25 |
|
|
2025
Q1 | $1.15M | Sell |
18,582
-352
| -2% | -$21.7K | 0.46% | 32 |
|
|
2024
Q4 | $1.16M | Sell |
18,934
-84
| -0.4% | -$5.15K | 0.47% | 31 |
|
|
2024
Q3 | $1.19M | Sell |
19,018
-132
| -0.7% | -$8.28K | 0.59% | 32 |
|
|
2024
Q2 | $1.1M | Sell |
19,150
-104
| -0.5% | -$5.99K | 0.65% | 31 |
|
|
2024
Q1 | $1.12M | Buy |
19,254
+2,976
| +18% | +$173K | 0.7% | 31 |
|
|
2023
Q4 | $876K | Buy |
+16,278
| New | +$876K | 0.67% | 30 |
|