Number of Shares
147,214.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
3.91%
Total Estimate Gain
$3.39 Mil
% of Total Estimate Gain
47.53%

WC Walker & Associates, Inc.'s iShares Core Dividend Growth ETF Holding Summary

As of 2022-12-31, WC Walker & Associates, Inc. held 147,214.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $7.39 Mil. This investment constitutes 3.91% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.03% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 3 purchases of DGRO, at an average price of $42.99, for a total of 166,133.00 shares. In addition, there have been 5 sales at an average price of $49.44 for 18,919.00 shares. Based on historical transaction data and DGRO's current price of $65.22, WC Walker & Associates, Inc.'s estimated gain on his DGRO holdings is $3.39 Mil, reflecting a 47.53% gain to date.

WC Walker & Associates, Inc. DGRO ($65.22) Holding Chart

WC Walker & Associates, Inc. DGRO ($65.22) 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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