PPWP
Premier Path Wealth Partners’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 | $1.48M | Buy |
37,354
+2
| +0% | +$79 | 0.21% | 113 |
|
|
2025
Q1 | $1.33M | Sell |
37,352
-1,752
| -4% | -$62.4K | 0.21% | 117 |
|
|
2024
Q4 | $1.38M | Buy |
39,104
+7
| +0% | +$247 | 0.21% | 107 |
|
|
2024
Q3 | $1.42M | Buy |
39,097
+725
| +2% | +$26.4K | 0.22% | 112 |
|
|
2024
Q2 | $1.27M | Buy |
+38,372
| New | +$1.27M | 0.22% | 113 |
|