Resurgent Financial Advisors’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 | $290K | Buy |
+4,528
| New | +$290K | 0.16% | 150 |
|
|
2024
Q1 | – | Sell |
-828
| Closed | -$44.6K | – | 257 |
|
|
2023
Q4 | $44.6K | Sell |
828
-1,238
| -60% | -$66.6K | 0.03% | 352 |
|
|
2023
Q3 | $102K | Buy |
2,066
+1,108
| +116% | +$54.9K | 0.07% | 223 |
|
|
2023
Q2 | $49.4K | Sell |
958
-1
| -0.1% | -$52 | 0.03% | 330 |
|
|
2023
Q1 | $47.9K | Sell |
959
-3,508
| -79% | -$175K | 0.03% | 334 |
|
|
2022
Q4 | $223K | Buy |
+4,467
| New | +$223K | 0.12% | 180 |
|