Smallwood Wealth Investment Management’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5M | Buy |
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|
2025
Q2 | $4.56M | Buy |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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