WealthSource Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $553K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $803K | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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