CJM Wealth Advisers’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
86,994
+47,506
| +120% | +$1.88M | 1.14% | 11 |
|
|
2025
Q1 | $1.41M | Buy |
39,488
+25,501
| +182% | +$909K | 0.5% | 22 |
|
|
2024
Q4 | $493K | Buy |
13,987
+6,950
| +99% | +$245K | 0.17% | 41 |
|
|
2024
Q3 | $256K | Hold |
7,037
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $232K | Hold |
7,037
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $229K | Buy |
+7,037
| New | +$229K | 0.09% | 60 |
|