Carson Wealth (CWM LLC)’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 | $87.5M | Buy |
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|
2025
Q2 | $66.7M | Buy |
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|
2025
Q1 | $40.3M | Buy |
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|
2024
Q4 | $18.4M | Sell |
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $157K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $11K | Buy |
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