Belpointe Asset Management’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
$1.25M Sell
2025
Q1
$1.13M Buy
2024
Q4
$1.05M Buy
2024
Q3
$1.07M Buy
2024
Q2
$958K Buy
2024
Q1
$902K Sell
2023
Q4
$831K Sell
2023
Q3
$868K Sell
2023
Q2
$899K Sell
2023
Q1
$2.24M Buy
2022
Q4
$1.98M Buy
2022
Q3
$733K Buy
2022
Q2
$238K Buy
2022
Q1
$105K Buy