WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.36K | Hold |
120
| – | – | ﹤0.01% | 633 |
|
|
2024
Q3 | $7.52K | Buy |
120
+21
| +21% | +$1.32K | ﹤0.01% | 674 |
|
|
2024
Q2 | $5.7K | Hold |
99
| – | – | ﹤0.01% | 699 |
|
|
2024
Q1 | $5.75K | Buy |
+99
| New | +$5.75K | ﹤0.01% | 691 |
|
|
2023
Q4 | – | Sell |
-340
| Closed | -$16.8K | – | 344 |
|
|
2023
Q3 | $16.8K | Hold |
340
| – | – | 0.01% | 452 |
|
|
2023
Q2 | $17.5K | Sell |
340
-779
| -70% | -$40.1K | 0.01% | 454 |
|
|
2023
Q1 | $55.9K | Sell |
1,119
-309
| -22% | -$15.4K | 0.02% | 306 |
|
|
2022
Q4 | $71.4K | Sell |
1,428
-149
| -9% | -$7.45K | 0.04% | 153 |
|
|
2022
Q3 | $70.1K | Hold |
1,577
| – | – | 0.05% | 143 |
|
|
2022
Q2 | $75.1K | Hold |
1,577
| – | – | 0.05% | 144 |
|
|
2022
Q1 | $84.2K | Buy |
+1,577
| New | +$84.2K | 0.05% | 140 |
|