Ropes Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $918K | Buy |
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|
2023
Q1 | $849K | Hold |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $693K | Hold |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.24M | Hold |
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|
2020
Q3 | $1.1M | Buy |
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