WJ Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-166,566
| Closed | -$8.9M | – | 50 |
|
|
2022
Q1 | $8.9M | Buy |
166,566
+18,914
| +13% | +$1.01M | 5.92% | 8 |
|
|
2021
Q4 | $8.21M | Buy |
147,652
+30,355
| +26% | +$1.69M | 4.91% | 7 |
|
|
2021
Q3 | $5.89M | Buy |
+117,297
| New | +$5.89M | 3.92% | 7 |
|
|
2020
Q2 | – | Sell |
-22,588
| Closed | -$736K | – | 52 |
|
|
2020
Q1 | $736K | Sell |
22,588
-8,400
| -27% | -$274K | 2.65% | 13 |
|
|
2019
Q4 | $1.3M | Buy |
+30,988
| New | +$1.3M | 3.29% | 9 |
|