Core Wealth Partners’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
Q4 | $781K | Buy |
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|
2025
Q3 | $751K | Buy |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $260K | Buy |
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