Atria Wealth Solutions’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Sell |
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|
2025
Q1 | $37.8M | Buy |
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|
2024
Q4 | $30.1M | Sell |
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|
2024
Q3 | $32.7M | Buy |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $18.3M | Buy |
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|
2023
Q3 | $7.05M | Sell |
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|
2023
Q2 | $7.38M | Buy |
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|
2023
Q1 | $3.87M | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $328K | Buy |
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