Steward Partners Investment Advisory’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
Q2 | $6.62M | Sell |
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|
2025
Q1 | $8.67M | Buy |
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|
2024
Q4 | $8.44M | Buy |
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|
2024
Q3 | $7.73M | Buy |
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|
2024
Q2 | $5.65M | Buy |
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|
2024
Q1 | $2.75M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $151K | Buy |
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|
2022
Q4 | $2.36K | Hold |
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|
2022
Q3 | $2K | Buy |
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