Ishares Tr core div grwth shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $40k | 740 | 53.82 |
| 2023-09-30 | $37k | 740 | 49.53 |
| 2023-06-30 | $38k | 740 | 51.53 |
| 2023-03-31 | $37k | 740 | 49.99 |
| 2022-12-31 | $25k | 490 | 50.00 |
| 2022-09-30 | $22k | 490 | 44.90 |
| 2022-06-30 | $23k | 490 | 46.94 |
| 2022-03-31 | $26k | 490 | 53.06 |
| 2021-12-31 | $27k | 490 | 55.10 |
| 2021-09-30 | $25k | 502 | 49.80 |
| 2021-06-30 | $25k | 502 | 49.80 |
| 2021-03-31 | $24k | 502 | 47.81 |
| 2020-12-31 | $22k | 490 | 44.90 |
| 2020-09-30 | $19k | 490 | 38.78 |
| 2020-06-30 | $18k | 490 | 36.73 |
| 2020-03-31 | $16k | 490 | 32.65 |
| 2019-12-31 | $21k | 490 | 42.86 |
| 2019-09-30 | $19k | 490 | 38.78 |
More positions owned by Bourgeon Capital Management
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