WWM
Willingdon Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $2.4M | Sell |
73,535
-420
| -0.6% | -$13.7K | 0.6% | 51 |
|
2019
Q4 | $3.11M | Buy |
73,955
+1,480
| +2% | +$62.3K | 0.64% | 52 |
|
2019
Q3 | $2.84M | Buy |
72,475
+1,910
| +3% | +$74.8K | 0.62% | 59 |
|
2019
Q2 | $2.7M | Buy |
70,565
+2,422
| +4% | +$92.5K | 0.63% | 59 |
|
2019
Q1 | $2.5M | Buy |
+68,143
| New | +$2.5M | 0.61% | 62 |
|