CapWealth 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
Q3 | $889K | Sell |
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|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $764K | Sell |
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|
2024
Q3 | $909K | Sell |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $896K | Sell |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $659K | Buy |
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