QPWM
Quadrant Private 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 | $871K | Sell |
13,617
-3,338
| -20% | -$213K | 0.18% | 106 |
|
2025
Q1 | $1.05M | Buy |
16,955
+1,317
| +8% | +$81.4K | 0.26% | 90 |
|
2024
Q4 | $959K | Sell |
15,638
-4,168
| -21% | -$256K | 0.24% | 92 |
|
2024
Q3 | $1.24M | Buy |
19,806
+815
| +4% | +$51.1K | 0.31% | 83 |
|
2024
Q2 | $1.09M | Buy |
18,991
+4,283
| +29% | +$247K | 0.25% | 87 |
|
2024
Q1 | $854K | Buy |
14,708
+407
| +3% | +$23.6K | 0.22% | 97 |
|
2023
Q4 | $770K | Buy |
14,301
+865
| +6% | +$46.6K | 0.21% | 100 |
|
2023
Q3 | $671K | Sell |
13,436
-180
| -1% | -$8.99K | 0.23% | 91 |
|
2023
Q2 | $702K | Buy |
13,616
+3,563
| +35% | +$184K | 0.2% | 106 |
|
2023
Q1 | $503K | Buy |
+10,053
| New | +$503K | 0.16% | 126 |
|