Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,984
| Closed | -$939K | – | 49 |
|
|
2020
Q2 | $939K | Sell |
24,984
-10,517
| -30% | -$395K | 0.53% | 47 |
|
|
2020
Q1 | $1.16M | Buy |
35,501
+9,315
| +36% | +$303K | 0.69% | 18 |
|
|
2019
Q4 | $1.1M | Buy |
26,186
+927
| +4% | +$39K | 0.55% | 24 |
|
|
2019
Q3 | $1.01M | Buy |
25,259
+12,258
| +94% | +$488K | 0.51% | 48 |
|
|
2019
Q2 | $497K | Buy |
13,001
+3,508
| +37% | +$134K | 0.34% | 66 |
|
|
2019
Q1 | $348K | Hold |
9,493
| – | – | 0.26% | 88 |
|
|
2018
Q4 | $315K | Sell |
9,493
-113
| -1% | -$3.75K | 0.3% | 84 |
|
|
2018
Q3 | $356K | Buy |
9,606
+88
| +0.9% | +$3.26K | 0.32% | 80 |
|
|
2018
Q2 | $326K | Buy |
9,518
+352
| +4% | +$12.1K | 0.29% | 91 |
|
|
2018
Q1 | $311K | Buy |
9,166
+208
| +2% | +$7.06K | 0.39% | 84 |
|
|
2017
Q4 | $331K | Buy |
+8,958
| New | +$331K | 0.4% | 91 |
|