Optivise Advisory Services’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
2024 Q4	–	Sell	-49,204	Closed	-$1.79M	–	178
2024 Q3	$1.79M	Sell	49,204 -19,666	-29%	-$717K	0.94%	26
2024 Q2	$2.27M	Buy	+68,870	New	+$2.27M	1.23%	20