SteelPeak Wealth’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
44,836
-1,027
-2% -$40.7K 0.07% 198
2025
Q1
$1.64M Buy
45,863
+7,653
+20% +$274K 0.07% 192
2024
Q4
$1.35M Sell
38,210
-126
-0.3% -$4.44K 0.05% 206
2024
Q3
$1.4M Buy
38,336
+2,798
+8% +$102K 0.06% 188
2024
Q2
$1.18M Buy
+35,538
New +$1.18M 0.05% 200