OWA
ORBA Wealth Advisors’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 | $855K | Hold |
21,650
| – | – | 0.78% | 35 |
|
|
2025
Q1 | $772K | Hold |
21,650
| – | – | 0.39% | 47 |
|
|
2024
Q4 | $763K | Hold |
21,650
| – | – | 0.4% | 49 |
|
|
2024
Q3 | $789K | Hold |
21,650
| – | – | 0.4% | 47 |
|
|
2024
Q2 | $714K | Hold |
21,650
| – | – | 0.37% | 46 |
|
|
2024
Q1 | $704K | Hold |
21,650
| – | – | 0.39% | 45 |
|
|
2023
Q4 | $646K | Buy |
+21,650
| New | +$646K | 0.39% | 46 |
|