Kingsview Wealth Management’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 | $5.14M | Buy |
130,169
+77,965
| +149% | +$3.08M | 0.09% | 239 |
|
|
2025
Q1 | $1.86M | Sell |
52,204
-1,162
| -2% | -$41.4K | 0.04% | 403 |
|
|
2024
Q4 | $1.88M | Buy |
53,366
+2,414
| +5% | +$85.1K | 0.04% | 401 |
|
|
2024
Q3 | $1.86M | Buy |
50,952
+3,443
| +7% | +$125K | 0.04% | 389 |
|
|
2024
Q2 | $1.57M | Buy |
47,509
+29,939
| +170% | +$988K | 0.04% | 402 |
|
|
2024
Q1 | $571K | Buy |
17,570
+1,375
| +8% | +$44.7K | 0.01% | 634 |
|
|
2023
Q4 | $483K | Sell |
16,195
-1,464
| -8% | -$43.7K | 0.01% | 640 |
|
|
2023
Q3 | $467K | Buy |
+17,659
| New | +$467K | 0.02% | 629 |
|