WMR
Wealth Management Resources’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,519
| Closed | -$376K | – | 32 |
|
|
2024
Q2 | $376K | Hold |
6,519
| – | – | 0.16% | 31 |
|
|
2024
Q1 | $379K | Hold |
6,519
| – | – | 0.16% | 34 |
|
|
2023
Q4 | $351K | Hold |
6,519
| – | – | 0.16% | 33 |
|
|
2023
Q3 | $323K | Hold |
6,519
| – | – | 0.16% | 36 |
|
|
2023
Q2 | $356K | Sell |
6,519
-2,024
| -24% | -$111K | 0.21% | 33 |
|
|
2023
Q1 | $438K | Buy |
8,543
+2,024
| +31% | +$104K | 0.27% | 35 |
|
|
2022
Q4 | $326K | Hold |
6,519
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $289K | Sell |
6,519
-1
| -0% | -$44 | 0.19% | 37 |
|
|
2022
Q2 | $311K | Buy |
6,520
+34
| +0.5% | +$1.62K | 0.19% | 34 |
|
|
2022
Q1 | $346K | Buy |
6,486
+31
| +0.5% | +$1.65K | 0.24% | 37 |
|
|
2021
Q4 | $359K | Buy |
+6,455
| New | +$359K | 0.23% | 38 |
|