WR Wealth Planners’s Capital Group Dividend Value ETF CGDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $7.59M | Sell |
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|
2024
Q2 | $7.24M | Buy |
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|
2024
Q1 | $7.07M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $40K | Buy |
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