Gerber Kawasaki Wealth & Investment Management’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
Q2 | $34M | Buy |
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|
2025
Q1 | $29.7M | Buy |
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|
2024
Q4 | $29.2M | Buy |
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|
2024
Q3 | $28.3M | Sell |
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|
2024
Q2 | $26.8M | Buy |
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|
2024
Q1 | $25.4M | Sell |
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|
2023
Q4 | $23.4M | Buy |
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|
2023
Q3 | $19.6M | Sell |
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|
2023
Q2 | $20.5M | Sell |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $17.3M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $9.65M | Buy |
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