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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