PWA
Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,733
| Closed | -$1.01M | – | 12 |
|
|
2024
Q2 | $1.01M | Sell |
30,733
-32,469
| -51% | -$1.07M | 1.22% | 22 |
|
|
2024
Q1 | $2.05M | Buy |
63,202
+1,850
| +3% | +$60.1K | 1.55% | 14 |
|
|
2023
Q4 | $1.83M | Buy |
61,352
+6,078
| +11% | +$181K | 1.41% | 19 |
|
|
2023
Q3 | $1.46M | Buy |
55,274
+4,542
| +9% | +$120K | 1.27% | 19 |
|
|
2023
Q2 | $1.37M | Buy |
50,732
+6,467
| +15% | +$175K | 1.15% | 21 |
|
|
2023
Q1 | $1.1M | Buy |
44,265
+2,209
| +5% | +$55.1K | 1.1% | 18 |
|
|
2022
Q4 | $992K | Buy |
+42,056
| New | +$992K | 0.96% | 19 |
|