SFA
Source Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,366
| Closed | -$318K | – | 131 |
|
|
2023
Q1 | $318K | Sell |
6,366
-94
| -1% | -$4.7K | 0.11% | 98 |
|
|
2022
Q4 | $323K | Sell |
6,460
-83
| -1% | -$4.15K | 0.12% | 98 |
|
|
2022
Q3 | $291K | Sell |
6,543
-730
| -10% | -$32.5K | 0.12% | 91 |
|
|
2022
Q2 | $346K | Sell |
7,273
-253
| -3% | -$12K | 0.14% | 89 |
|
|
2022
Q1 | $402K | Sell |
7,526
-254
| -3% | -$13.6K | 0.12% | 86 |
|
|
2021
Q4 | $432K | Sell |
7,780
-81
| -1% | -$4.5K | 0.12% | 83 |
|
|
2021
Q3 | $395K | Sell |
7,861
-178
| -2% | -$8.94K | 0.1% | 80 |
|
|
2021
Q2 | $405K | Buy |
8,039
+415
| +5% | +$20.9K | 0.1% | 79 |
|
|
2021
Q1 | $368K | Buy |
7,624
+134
| +2% | +$6.47K | 0.1% | 84 |
|
|
2020
Q4 | $336K | Buy |
+7,490
| New | +$336K | 0.09% | 85 |
|