TW
Transform Wealth’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.07M | Sell |
85,858
-10,283
| -11% | -$368K | 0.19% | 93 |
|
|
2024
Q4 | $3.39M | Buy |
96,141
+41,892
| +77% | +$1.48M | 0.19% | 94 |
|
|
2024
Q3 | $1.98M | Sell |
54,249
-3,993
| -7% | -$146K | 0.13% | 103 |
|
|
2024
Q2 | $1.93M | Buy |
+58,242
| New | +$1.93M | 0.14% | 100 |
|