Private Capital DGRO Holdings History

Number of Shares
4,012.00
Current Holdings Value*
$247,860.00
% of Portfolio
0.03%
Total Estimate Gain
$3,851.52
% of Total Estimate Gain
1.53%

Private Capital's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Private Capital Management held 4,012.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $247,860.00. This investment constitutes 0.03% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2025Q1. And since then Private Capital has made 1 purchases of DGRO, at an average price of $62.66, for a total of 4,012.00 shares. Based on historical transaction data and DGRO's current price of $63.62, Private Capital's estimated gain on his DGRO holdings is $3,851.52, reflecting a 1.53% gain to date.

Private Capital DGRO ($63.62) Holding Chart

Private Capital DGRO ($63.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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