Priebe Wealth Holdings’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 | $903K | Sell |
14,128
-7,120
| -34% | -$455K | 0.78% | 28 |
|
|
2025
Q1 | $1.31M | Sell |
21,248
-314
| -1% | -$19.4K | 0.82% | 22 |
|
|
2024
Q4 | $1.32M | Sell |
21,562
-125
| -0.6% | -$7.67K | 0.9% | 18 |
|
|
2024
Q3 | $1.36M | Sell |
21,687
-2,823
| -12% | -$177K | 0.99% | 14 |
|
|
2024
Q2 | $1.41M | Sell |
24,510
-933
| -4% | -$53.8K | 1.12% | 13 |
|
|
2024
Q1 | $1.48M | Sell |
25,443
-402
| -2% | -$23.3K | 1.15% | 14 |
|
|
2023
Q4 | $1.39M | Buy |
+25,845
| New | +$1.39M | 1.14% | 15 |
|