Simplicity Solutions’s Capital Group Dividend Value ETF CGDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.63M Buy
88,128
+13,428
+18% +$401K 0.07% 245
2023
Q3
$1.98M Buy
74,700
+2,322
+3% +$61.5K 0.06% 283
2023
Q2
$1.96M Buy
+72,378
New +$1.96M 0.05% 317