Milestone Investment Advisors’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 | $3.38M | Sell |
85,518
-7,490
| -8% | -$296K | 0.88% | 36 |
|
|
2025
Q1 | $3.31M | Buy |
93,008
+24,226
| +35% | +$863K | 0.92% | 34 |
|
|
2024
Q4 | $2.43M | Buy |
68,782
+4,693
| +7% | +$165K | 0.66% | 38 |
|
|
2024
Q3 | $2.34M | Buy |
64,089
+20,021
| +45% | +$730K | 0.65% | 36 |
|
|
2024
Q2 | $1.45M | Buy |
44,068
+43,772
| +14,788% | +$1.44M | 0.39% | 41 |
|
|
2024
Q1 | $9.62K | Buy |
+296
| New | +$9.62K | ﹤0.01% | 117 |
|