TWA
TCI Wealth 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 |
-567
| Closed | -$28.3K | – | 733 |
|
|
2023
Q1 | $28.3K | Sell |
567
-530
| -48% | -$26.5K | ﹤0.01% | 580 |
|
|
2022
Q4 | $54.8K | Buy |
1,097
+8
| +0.7% | +$400 | 0.01% | 383 |
|
|
2022
Q3 | $48K | Hold |
1,089
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $52K | Buy |
1,089
+3
| +0.3% | +$143 | 0.01% | 360 |
|
|
2022
Q1 | $58K | Buy |
1,086
+3
| +0.3% | +$160 | 0.01% | 368 |
|
|
2021
Q4 | $60K | Buy |
1,083
+6
| +0.6% | +$332 | 0.01% | 363 |
|
|
2021
Q3 | $54K | Hold |
1,077
| – | – | 0.01% | 377 |
|
|
2021
Q2 | $54K | Buy |
1,077
+5
| +0.5% | +$251 | 0.01% | 357 |
|
|
2021
Q1 | $52K | Sell |
1,072
-150
| -12% | -$7.28K | 0.02% | 326 |
|
|
2020
Q4 | $55K | Buy |
1,222
+154
| +14% | +$6.93K | 0.02% | 294 |
|
|
2020
Q3 | $43K | Buy |
1,068
+3
| +0.3% | +$121 | 0.02% | 318 |
|
|
2020
Q2 | $40K | Buy |
1,065
+541
| +103% | +$20.3K | 0.02% | 333 |
|
|
2020
Q1 | $17K | Hold |
524
| – | – | 0.01% | 461 |
|
|
2019
Q4 | $22K | Buy |
+524
| New | +$22K | 0.01% | 524 |
|