SFP
Sandbox Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-128,055
| Closed | -$6.34M | – | 90 |
|
|
2023
Q3 | $6.34M | Buy |
128,055
+9,932
| +8% | +$492K | 3.35% | 10 |
|
|
2023
Q2 | $6.09M | Buy |
118,123
+8,083
| +7% | +$417K | 3.18% | 11 |
|
|
2023
Q1 | $5.5M | Buy |
110,040
+8,619
| +8% | +$431K | 3.32% | 11 |
|
|
2022
Q4 | $5.07M | Buy |
101,421
+7,046
| +7% | +$352K | 3.51% | 11 |
|
|
2022
Q3 | $4.2M | Buy |
94,375
+4,818
| +5% | +$214K | 3.07% | 10 |
|
|
2022
Q2 | $4.27M | Buy |
89,557
+6,726
| +8% | +$320K | 3.04% | 10 |
|
|
2022
Q1 | $4.42M | Buy |
82,831
+10,112
| +14% | +$540K | 2.53% | 10 |
|
|
2021
Q4 | $4.04M | Buy |
72,719
+8,925
| +14% | +$496K | 2.54% | 8 |
|
|
2021
Q3 | $3.21M | Buy |
63,794
+59,611
| +1,425% | +$2.99M | 2.29% | 8 |
|
|
2021
Q2 | $211K | Buy |
+4,183
| New | +$211K | 0.16% | 82 |
|