Westside Investment Management’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
$607K Buy
15,380
+5,565
+57% +$220K 0.11% 152
2025
Q1
$350K Buy
9,815
+5,915
+152% +$211K 0.07% 186
2024
Q4
$138K Buy
3,900
+3,670
+1,596% +$129K 0.03% 271
2024
Q3
$8.38K Buy
230
+30
+15% +$1.09K ﹤0.01% 707
2024
Q2
$6.6K Buy
+200
New +$6.6K ﹤0.01% 720