QWM
Quadcap Wealth 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 | $417K | Buy |
6,519
+23
| +0.4% | +$1.47K | 0.05% | 280 |
|
2025
Q1 | $401K | Sell |
6,496
-60
| -0.9% | -$3.71K | 0.06% | 273 |
|
2024
Q4 | $402K | Buy |
6,556
+1,357
| +26% | +$83.2K | 0.06% | 273 |
|
2024
Q3 | $326K | Sell |
5,199
-2,702
| -34% | -$169K | 0.05% | 298 |
|
2024
Q2 | $455K | Sell |
7,901
-8
| -0.1% | -$461 | 0.08% | 254 |
|
2024
Q1 | $459K | Buy |
7,909
+23
| +0.3% | +$1.34K | 0.1% | 221 |
|
2023
Q4 | $424K | Buy |
+7,886
| New | +$424K | 0.11% | 223 |
|