Strategic Family Wealth Counselors’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 | $651K | Buy |
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|
2025
Q2 | $491K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $207K | Buy |
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