IWM
Iams Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,962
| Closed | -$363K | – | 164 |
|
|
2024
Q3 | $363K | Sell |
9,962
-64
| -0.6% | -$2.33K | 0.18% | 115 |
|
|
2024
Q2 | $331K | Buy |
+10,026
| New | +$331K | 0.18% | 112 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 115 |
|
|
2023
Q2 | – | Sell |
-25,545
| Closed | -$631K | – | 17 |
|
|
2023
Q1 | $631K | Buy |
+25,545
| New | +$631K | 0.52% | 63 |
|