JDM Financial Group’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
424
| – | – | 0.01% | 140 |
|
|
2025
Q1 | $15.1K | Hold |
424
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $15K | Hold |
424
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $15.5K | Hold |
424
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $14K | Hold |
424
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $13.8K | Hold |
424
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $12.7K | Hold |
424
| – | – | 0.01% | 121 |
|
|
2023
Q3 | $11.2K | Sell |
424
-8
| -2% | -$212 | 0.01% | 118 |
|
|
2023
Q2 | $11.7K | Sell |
432
-3
| -0.7% | -$81 | 0.01% | 121 |
|
|
2023
Q1 | $10.8K | Buy |
435
+56
| +15% | +$1.4K | 0.01% | 130 |
|
|
2022
Q4 | $8.94K | Buy |
+379
| New | +$8.94K | 0.01% | 138 |
|