PWM
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Pines Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Pines Wealth Management’s Portfolio CGDV Stock Details CGDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
48,100
+2,304
+5% +$92.6K 0.68% 32
2025
Q1 		$1.46M Buy
45,796
+2,678
+6% +$85.5K 0.68% 34
2024
Q4 		$1.51M Buy
+43,118
New +$1.51M 0.66% 36