SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,830
| Closed | -$170K | – | 245 |
|
|
2022
Q3 | $170K | Buy |
3,830
+400
| +12% | +$17.8K | 0.07% | 146 |
|
|
2022
Q2 | $163K | Sell |
3,430
-167
| -5% | -$7.94K | 0.06% | 163 |
|
|
2022
Q1 | $192K | Sell |
3,597
-863
| -19% | -$46.1K | 0.07% | 139 |
|
|
2021
Q4 | $248K | Buy |
4,460
+2,072
| +87% | +$115K | 0.1% | 103 |
|
|
2021
Q3 | $120K | Buy |
+2,388
| New | +$120K | 0.06% | 152 |
|
|
2021
Q2 | – | Sell |
-182
| Closed | -$9K | – | 509 |
|
|
2021
Q1 | $9K | Hold |
182
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $8K | Buy |
182
+1
| +0.6% | +$44 | 0.01% | 260 |
|
|
2020
Q3 | $7K | Buy |
181
+1
| +0.6% | +$39 | 0.01% | 220 |
|
|
2020
Q2 | $7K | Buy |
180
+3
| +2% | +$117 | 0.01% | 261 |
|
|
2020
Q1 | $6K | Sell |
177
-370
| -68% | -$12.5K | 0.01% | 184 |
|
|
2019
Q4 | $23K | Buy |
547
+6
| +1% | +$252 | 0.03% | 111 |
|
|
2019
Q3 | $21K | Buy |
+541
| New | +$21K | 0.03% | 120 |
|