Dechtman Wealth 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
2024
Q4
$58.1M Sell
1,647,636
-56,087
-3% -$1.98M 11.23% 4
2024
Q3
$62.1M Sell
1,703,723
-41,443
-2% -$1.51M 12.71% 3
2024
Q2
$57.6M Buy
1,745,166
+1,069,458
+158% +$35.3M 12.87% 3
2024
Q1
$22M Buy
675,708
+41,808
+7% +$1.36M 5.12% 7
2023
Q4
$18.9M Buy
+633,900
New +$18.9M 4.97% 8