OPPS
Obsidian Personal Planning Solutions’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 | $452K | Buy |
11,449
+1,274
| +13% | +$50.3K | 0.18% | 51 |
|
|
2025
Q1 | $356K | Hold |
10,175
| – | – | 0.16% | 56 |
|
|
2024
Q4 | $374K | Buy |
10,175
+960
| +10% | +$35.3K | 0.18% | 54 |
|
|
2024
Q3 | $331K | Hold |
9,215
| – | – | 0.17% | 57 |
|
|
2024
Q2 | $304K | Hold |
9,215
| – | – | 0.19% | 64 |
|
|
2024
Q1 | $292K | Buy |
+9,215
| New | +$292K | 0.19% | 64 |
|