San Luis Wealth 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
2023
Q1
Sell
-4,876
Closed -$244K 161
2022
Q4
$244K Sell
4,876
-4,587
-48% -$230K 0.23% 63
2022
Q3
$421K Buy
+9,463
New +$421K 0.44% 51