ShoreHaven Wealth Partners’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 | $1.73M | Buy |
27,065
+887
| +3% | +$56.7K | 0.71% | 35 |
|
|
2025
Q1 | $1.62M | Sell |
26,178
-1,326
| -5% | -$81.9K | 0.77% | 36 |
|
|
2024
Q4 | $1.69M | Sell |
27,504
-8,836
| -24% | -$542K | 0.8% | 29 |
|
|
2024
Q3 | $2.28M | Buy |
36,340
+9,980
| +38% | +$626K | 1.1% | 23 |
|
|
2024
Q2 | $1.52M | Sell |
26,360
-2,932
| -10% | -$169K | 0.8% | 30 |
|
|
2024
Q1 | $1.7M | Buy |
29,292
+1,474
| +5% | +$85.6K | 0.94% | 27 |
|
|
2023
Q4 | $1.5M | Buy |
27,818
+407
| +1% | +$21.9K | 0.91% | 30 |
|
|
2023
Q3 | $1.36M | Sell |
27,411
-1,160
| -4% | -$57.5K | 0.93% | 28 |
|
|
2023
Q2 | $1.47M | Sell |
28,571
-8
| -0% | -$412 | 0.98% | 28 |
|
|
2023
Q1 | $1.43M | Sell |
28,579
-125
| -0.4% | -$6.25K | 1% | 27 |
|
|
2022
Q4 | $1.44M | Sell |
28,704
-770
| -3% | -$38.5K | 1.01% | 30 |
|
|
2022
Q3 | $1.31M | Buy |
29,474
+542
| +2% | +$24.1K | 1% | 30 |
|
|
2022
Q2 | $1.38M | Sell |
28,932
-17,255
| -37% | -$822K | 0.99% | 28 |
|
|
2022
Q1 | $2.47M | Sell |
46,187
-397
| -0.9% | -$21.2K | 1.3% | 26 |
|
|
2021
Q4 | $2.59M | Sell |
46,584
-217
| -0.5% | -$12.1K | 1.28% | 22 |
|
|
2021
Q3 | $2.35M | Buy |
46,801
+7,177
| +18% | +$361K | 1.22% | 23 |
|
|
2021
Q2 | $2M | Buy |
39,624
+4,350
| +12% | +$219K | 1.07% | 24 |
|
|
2021
Q1 | $1.7M | Sell |
35,274
-416
| -1% | -$20.1K | 0.92% | 27 |
|
|
2020
Q4 | $1.6M | Buy |
+35,690
| New | +$1.6M | 0.9% | 27 |
|