Steward Partners Investment Advisory’s Capital Group Dividend Growers ETF CGDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
70,702
+22,591
| +47% | +$760K | 0.02% | 664 |
|
|
2025
Q1 | $1.49M | Buy |
48,111
+22,299
| +86% | +$689K | 0.01% | 768 |
|
|
2024
Q4 | $765K | Buy |
25,812
+6,480
| +34% | +$192K | 0.01% | 972 |
|
|
2024
Q3 | $594K | Buy |
19,332
+4,397
| +29% | +$135K | 0.01% | 1040 |
|
|
2024
Q2 | $425K | Buy |
14,935
+4,575
| +44% | +$130K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $297K | Buy |
10,360
+5,602
| +118% | +$160K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $129K | Buy |
+4,758
| New | +$129K | ﹤0.01% | 1569 |
|