J.W. Cole Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History

J.W. Cole Advisors’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.96M	Buy
2025 Q1	$4.81M	Buy
2024 Q4	$409K	Sell
2024 Q3	$461K	Buy
2024 Q2	$398K	Buy
2024 Q1	$273K	Buy
2023 Q4	$240K	Sell
2023 Q3	$287K	Buy
2023 Q2	$256K	Buy
2023 Q1	$222K	Buy