CWA
Clearview Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
266,355
+6,127
| +2% | +$242K | 7.33% | 3 |
|
|
2025
Q1 | $9.27M | Sell |
260,228
-12,136
| -4% | -$433K | 6.93% | 3 |
|
|
2024
Q4 | $9.6M | Buy |
272,364
+2,442
| +0.9% | +$86.1K | 7.3% | 3 |
|
|
2024
Q3 | $9.84M | Buy |
269,922
+33,632
| +14% | +$1.23M | 7.58% | 3 |
|
|
2024
Q2 | $7.8M | Buy |
+236,290
| New | +$7.8M | 6.81% | 4 |
|