Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $5.24M | Buy |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.05M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $395K | Buy |
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