Clear Creek Financial Management’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 | $4.08M | Buy |
103,312
+2,816
| +3% | +$111K | 0.39% | 53 |
|
|
2025
Q1 | $3.58M | Buy |
100,496
+13,956
| +16% | +$497K | 0.37% | 56 |
|
|
2024
Q4 | $3.05M | Buy |
86,540
+6,918
| +9% | +$244K | 0.33% | 66 |
|
|
2024
Q3 | $2.9M | Buy |
79,622
+3,528
| +5% | +$129K | 0.33% | 67 |
|
|
2024
Q2 | $2.51M | Buy |
76,094
+29,399
| +63% | +$970K | 0.3% | 72 |
|
|
2024
Q1 | $1.52M | Buy |
+46,695
| New | +$1.52M | 0.19% | 105 |
|