Waterfront Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
4,248
-112
| -3% | -$7.16K | 0.06% | 233 |
|
|
2025
Q1 | $269K | Buy |
4,360
+114
| +3% | +$7.04K | 0.07% | 227 |
|
|
2024
Q4 | $260K | Buy |
4,246
+50
| +1% | +$3.07K | 0.06% | 227 |
|
|
2024
Q3 | $263K | Buy |
4,196
+1
| +0% | +$63 | 0.06% | 228 |
|
|
2024
Q2 | $242K | Hold |
4,195
| – | – | 0.07% | 224 |
|
|
2024
Q1 | $236K | Hold |
4,195
| – | – | 0.07% | 229 |
|
|
2023
Q4 | $226K | Sell |
4,195
-1
| -0% | -$54 | 0.07% | 230 |
|
|
2023
Q3 | $203K | Hold |
4,196
| – | – | 0.07% | 232 |
|
|
2023
Q2 | $224K | Sell |
4,196
-688
| -14% | -$36.7K | 0.07% | 229 |
|
|
2023
Q1 | $244K | Buy |
4,884
+137
| +3% | +$6.85K | 0.08% | 216 |
|
|
2022
Q4 | $243K | Sell |
4,747
-68
| -1% | -$3.48K | 0.08% | 220 |
|
|
2022
Q3 | $234K | Buy |
+4,815
| New | +$234K | 0.09% | 218 |
|