Barnes Pettey Financial Advisors’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 | $5.6M | Buy |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $871K | Buy |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $716K | Buy |
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