MWM
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Merriman Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Merriman Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$788K Sell
22,349
-1,355
-6% -$47.8K 0.03% 98
2024
Q3 		$864K Sell
23,704
-2,677
-10% -$97.6K 0.04% 107
2024
Q2 		$871K Sell
26,381
-536
-2% -$17.7K 0.04% 103
2024
Q1 		$875K Buy
+26,917
New +$875K 0.04% 102