Strategic Family Wealth Counselors’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 | $491K | Buy |
12,435
+85
| +0.7% | +$3.36K | 0.14% | 94 |
|
|
2025
Q1 | $440K | Buy |
12,350
+4,034
| +49% | +$144K | 0.14% | 88 |
|
|
2024
Q4 | $293K | Hold |
8,316
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $303K | Hold |
8,316
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $274K | Hold |
8,316
| – | – | 0.1% | 103 |
|
|
2024
Q1 | $270K | Hold |
8,316
| – | – | 0.11% | 97 |
|
|
2023
Q4 | $248K | Hold |
8,316
| – | – | 0.1% | 100 |
|
|
2023
Q3 | $220K | Hold |
8,316
| – | – | 0.11% | 99 |
|
|
2023
Q2 | $225K | Hold |
8,316
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $207K | Buy |
+8,316
| New | +$207K | 0.1% | 99 |
|