Ishares Tr core div grwth shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr core div grwth by Keudell/Morrison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.5M | 27k | 53.82 |
2023-09-30 | $1.4M | 28k | 49.53 |
2023-06-30 | $1.4M | 28k | 51.53 |
2023-03-31 | $1.5M | 31k | 49.99 |
2022-12-31 | $1.6M | 31k | 50.00 |
2022-09-30 | $1.4M | 31k | 44.47 |
2022-06-30 | $1.6M | 33k | 47.63 |
2022-03-31 | $1.8M | 34k | 53.40 |
2021-12-31 | $1.8M | 32k | 55.58 |
2021-09-30 | $1.5M | 30k | 50.25 |
2021-06-30 | $1.4M | 28k | 50.36 |
2021-03-31 | $1.1M | 23k | 48.25 |
2020-12-31 | $529k | 12k | 44.81 |
2020-09-30 | $411k | 10k | 39.81 |
2020-06-30 | $289k | 7.7k | 37.61 |
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