PCM
Prelude Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
+3,546
| New | +$227K | 0.02% | 743 |
|
2023
Q4 | – | Sell |
-9,901
| Closed | -$490K | – | 1044 |
|
2023
Q3 | $490K | Buy |
+9,901
| New | +$490K | 0.03% | 389 |
|
2021
Q1 | – | Sell |
-14,961
| Closed | -$671K | – | 1163 |
|
2020
Q4 | $671K | Sell |
14,961
-23,953
| -62% | -$1.07M | 0.02% | 292 |
|
2020
Q3 | $1.55M | Buy |
38,914
+19,436
| +100% | +$773K | 0.07% | 108 |
|
2020
Q2 | $732K | Sell |
19,478
-519
| -3% | -$19.5K | 0.04% | 213 |
|
2020
Q1 | $652K | Buy |
+19,997
| New | +$652K | 0.04% | 147 |
|