Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,288
| Closed | -$47K | – | 853 |
|
|
2019
Q1 | $47K | Sell |
1,288
-135
| -9% | -$4.93K | ﹤0.01% | 918 |
|
|
2018
Q4 | $47K | Sell |
1,423
-718
| -34% | -$23.7K | ﹤0.01% | 877 |
|
|
2018
Q3 | $79K | Sell |
2,141
-58
| -3% | -$2.14K | 0.01% | 783 |
|
|
2018
Q2 | $75K | Sell |
2,199
-823
| -27% | -$28.1K | 0.01% | 814 |
|
|
2018
Q1 | $102K | Sell |
3,022
-2,345
| -44% | -$79.2K | 0.01% | 705 |
|
|
2017
Q4 | $187K | Sell |
5,367
-1,784
| -25% | -$62.2K | 0.02% | 513 |
|
|
2017
Q3 | $232K | Buy |
7,151
+2,852
| +66% | +$92.5K | 0.03% | 429 |
|
|
2017
Q2 | $135K | Buy |
+4,299
| New | +$135K | 0.02% | 583 |
|