Pinnacle Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,364
| Closed | -$216K | – | 530 |
|
|
2023
Q3 | $216K | Buy |
4,364
+400
| +10% | +$19.8K | 0.01% | 377 |
|
|
2023
Q2 | $204K | Buy |
+3,964
| New | +$204K | 0.01% | 389 |
|
|
2022
Q1 | – | Sell |
-12,699
| Closed | -$706K | – | 445 |
|
|
2021
Q4 | $706K | Buy |
12,699
+450
| +4% | +$25K | 0.02% | 260 |
|
|
2021
Q3 | $615K | Hold |
12,249
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $617K | Buy |
+12,249
| New | +$617K | 0.03% | 253 |
|