EWS
Evergreen Wealth Solutions’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 | $1.52M | Sell |
38,578
-9,767
| -20% | -$386K | 0.92% | 21 |
|
|
2025
Q1 | $1.72M | Buy |
48,345
+11,063
| +30% | +$394K | 1.16% | 15 |
|
|
2024
Q4 | $1.31M | Buy |
37,282
+19,948
| +115% | +$703K | 0.92% | 21 |
|
|
2024
Q3 | $632K | Buy |
17,334
+3,809
| +28% | +$139K | 0.43% | 45 |
|
|
2024
Q2 | $446K | Buy |
+13,525
| New | +$446K | 0.32% | 68 |
|