CWM
CarsonAllaria Wealth Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-552
| Closed | -$17.1K | – | 363 |
|
|
2025
Q1 | $17.1K | Hold |
552
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $16.4K | Hold |
552
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $17K | Hold |
552
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $15.7K | Buy |
552
+2
| +0.4% | +$57 | 0.01% | 212 |
|
|
2024
Q1 | $15.7K | Buy |
+550
| New | +$15.7K | 0.01% | 207 |
|