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Planning Capital Management Corporation’s Capital Group Dividend Value ETF CGDV Stock Holding History

Planning Capital Management Corporation’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-155
Closed -$5.02K – 727
2024
Q1 		$5.02K Buy
+155
New +$4.76K ﹤0.01% 479

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Planning Capital Management Corporation's CGDV Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of Capital Group Dividend Value ETF (CGDV) in Q2 2024, closing a stake of 155 shares — an estimated $5.02K sold.

Planning Capital Management Corporation first reported a position in CGDV in Q1 2024 and held it in 1 quarter. The position peaked at $5.02K in Q1 2024. 347 funds tracked by Wall St. Rank hold CGDV as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining Capital Group Dividend Value ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 155 Capital Group Dividend Value ETF shares in Q2 2024, an estimated $5.02K.
  • Planning Capital Management Corporation first reported a position in Capital Group Dividend Value ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's Capital Group Dividend Value ETF position peaked at $5.02K in Q1 2024.
  • 347 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.