KFS
Kaizen Financial Strategies’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 | $9.77M | Buy |
247,459
+12,773
| +5% | +$504K | 4.96% | 4 |
|
|
2025
Q1 | $8.36M | Buy |
234,686
+128,672
| +121% | +$4.59M | 4.83% | 5 |
|
|
2024
Q4 | $3.74M | Buy |
106,014
+19,977
| +23% | +$704K | 2.12% | 14 |
|
|
2024
Q3 | $3.14M | Buy |
86,037
+12,859
| +18% | +$469K | 1.82% | 13 |
|
|
2024
Q2 | $2.55M | Buy |
+73,178
| New | +$2.55M | 1.59% | 16 |
|