Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-594
| Closed | -$29.7K | – | 207 |
|
|
2023
Q1 | $29.7K | Buy |
594
+3
| +0.5% | +$150 | 0.01% | 162 |
|
|
2022
Q4 | $29.5K | Buy |
591
+4
| +0.7% | +$200 | 0.01% | 154 |
|
|
2022
Q3 | $26K | Buy |
587
+5
| +0.9% | +$221 | 0.01% | 150 |
|
|
2022
Q2 | $28K | Sell |
582
-505
| -46% | -$24.3K | 0.01% | 163 |
|
|
2022
Q1 | $58K | Buy |
1,087
+6
| +0.6% | +$320 | 0.06% | 112 |
|
|
2021
Q4 | $60K | Buy |
1,081
+5
| +0.5% | +$278 | 0.04% | 125 |
|
|
2021
Q3 | $54K | Buy |
1,076
+12
| +1% | +$602 | 0.04% | 133 |
|
|
2021
Q2 | $54K | Buy |
1,064
+5
| +0.5% | +$254 | 0.05% | 127 |
|
|
2021
Q1 | $51K | Buy |
1,059
+6
| +0.6% | +$289 | 0.05% | 117 |
|
|
2020
Q4 | $47K | Buy |
+1,053
| New | +$47K | 0.04% | 115 |
|