GFG
Goldstone Financial Group’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 | $1.06M | Buy |
26,494
+2,284
| +9% | +$91.8K | 0.14% | 94 |
|
|
2025
Q1 | $863K | Buy |
24,210
+1,789
| +8% | +$63.8K | 0.13% | 97 |
|
|
2024
Q4 | $791K | Buy |
22,421
+913
| +4% | +$32.2K | 0.12% | 98 |
|
|
2024
Q3 | $784K | Sell |
21,508
-12,970
| -38% | -$473K | 0.14% | 97 |
|
|
2024
Q2 | $1.14M | Buy |
34,478
+15,874
| +85% | +$524K | 0.23% | 75 |
|
|
2024
Q1 | $605K | Sell |
18,604
-3,821
| -17% | -$124K | 0.14% | 94 |
|
|
2023
Q4 | $669K | Buy |
+22,425
| New | +$669K | 0.17% | 88 |
|
|
2023
Q3 | – | Sell |
-37,893
| Closed | -$1.02M | – | 154 |
|
|
2023
Q2 | $1.02M | Buy |
37,893
+329
| +0.9% | +$8.9K | 0.3% | 61 |
|
|
2023
Q1 | $937K | Buy |
+37,564
| New | +$937K | 0.31% | 54 |
|