CarsonAllaria Wealth 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
$224K Buy
2025
Q1
$201K Hold
2024
Q4
$199K Buy
2024
Q3
$205K Buy
2024
Q2
$185K Buy
2024
Q1
$182K Buy