Lodestone Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.19M | Buy |
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|
2025
Q2 | $4.75M | Buy |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $4.1M | Buy |
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|
2024
Q3 | $4.22M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.81M | Buy |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $586K | Buy |
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