Bruce G. Allen Investments’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
Q3
$325K Sell
2025
Q2
$311K Sell
2025
Q1
$283K Sell
2024
Q4
$281K Buy
2024
Q3
$258K Sell
2024
Q2
$313K Buy
2024
Q1
$299K Buy
2023
Q4
$250K Buy