Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,256
| Closed | -$60K | – | 389 |
|
|
2022
Q2 | $60K | Sell |
1,256
-9,466
| -88% | -$452K | 0.03% | 386 |
|
|
2022
Q1 | $573K | Buy |
10,722
+8,791
| +455% | +$470K | 0.31% | 86 |
|
|
2021
Q4 | $107K | Buy |
1,931
+525
| +37% | +$29.1K | 0.05% | 301 |
|
|
2021
Q3 | $71K | Buy |
+1,406
| New | +$71K | 0.03% | 354 |
|
|
2021
Q2 | – | Sell |
-1,393
| Closed | -$67K | – | 314 |
|
|
2021
Q1 | $67K | Buy |
+1,393
| New | +$67K | 0.04% | 296 |
|
|
2020
Q3 | – | Sell |
-7,725
| Closed | -$290K | – | 126 |
|
|
2020
Q2 | $290K | Sell |
7,725
-8,517
| -52% | -$320K | 0.27% | 100 |
|
|
2020
Q1 | $529K | Sell |
16,242
-5,745
| -26% | -$187K | 0.82% | 37 |
|
|
2019
Q4 | $925K | Buy |
+21,987
| New | +$925K | 0.69% | 30 |
|