Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,542
| Closed | -$646K | – | 107 |
|
|
2023
Q2 | $646K | Sell |
12,542
-1,470
| -10% | -$75.7K | 0.3% | 51 |
|
|
2023
Q1 | $700K | Buy |
14,012
+4,127
| +42% | +$206K | 0.37% | 55 |
|
|
2022
Q4 | $494K | Buy |
9,885
+5,075
| +106% | +$254K | 0.29% | 59 |
|
|
2022
Q3 | $214K | Buy |
+4,810
| New | +$214K | 0.13% | 86 |
|
|
2022
Q1 | – | Sell |
-5,506
| Closed | -$306K | – | 85 |
|
|
2021
Q4 | $306K | Buy |
+5,506
| New | +$306K | 0.17% | 70 |
|