Winch Advisory Services’s Capital Group Dividend Value ETF CGDV Stock Holding History

Winch Advisory Services’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$110K	Buy
2025 Q1	$99.1K	Hold
2024 Q4	$98.1K	Buy
2024 Q3	$101K	Buy
2024 Q2	$91.5K	Buy
2024 Q1	$90K	Hold
2023 Q4	$82.7K	Buy
2023 Q3	$54K	Hold
2023 Q2	$55K	Hold
2023 Q1	$51K	Buy