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Dechtman Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Dechtman Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$58.1M Sell
1,647,636
-56,087
-3% -$2.04M 11.23% 4
2024
Q3 		$62.1M Sell
1,703,723
-41,443
-2% -$1.44M 12.71% 3
2024
Q2 		$57.6M Buy
1,745,166
+1,069,458
+158% +$34.8M 12.87% 3
2024
Q1 		$22M Buy
675,708
+41,808
+7% +$1.28M 5.12% 7
2023
Q4 		$18.9M Buy
+633,900
New +$17.5M 4.97% 8

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