Bartlett & Co Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4K | Buy |
2,005
+1,964
| +4,790% | +$77.8K | ﹤0.01% | 590 |
|
|
2025
Q1 | $1.47K | Hold |
41
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q4 | $1.45K | Hold |
41
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q3 | $1.5K | Hold |
41
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q2 | $1.36K | Hold |
41
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q1 | $1.34K | Hold |
41
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q4 | $1.26K | Buy |
+41
| New | +$1.26K | ﹤0.01% | 1177 |
|