TWP
Tempus Wealth Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
253,873
+28,186
| +12% | +$1.11M | 2.5% | 5 |
|
|
2025
Q1 | $8.04M | Buy |
225,687
+48,145
| +27% | +$1.72M | 2.4% | 6 |
|
|
2024
Q4 | $6.26M | Buy |
177,542
+123,075
| +226% | +$4.34M | 1.91% | 10 |
|
|
2024
Q3 | $1.98M | Buy |
54,467
+8,368
| +18% | +$305K | 0.73% | 34 |
|
|
2024
Q2 | $1.52M | Buy |
46,099
+24,534
| +114% | +$810K | 0.64% | 39 |
|
|
2024
Q1 | $701K | Buy |
21,565
+9,599
| +80% | +$312K | 0.31% | 92 |
|
|
2023
Q4 | $357K | Buy |
+11,966
| New | +$357K | 0.16% | 137 |
|