A detailed history of Total Clarity Wealth Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 15,242 shares of CGDV stock, worth $506,644. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,242
Previous 15,274 0.21%
Holding current value
$506,644
Previous $455,000 8.79%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$29.33 - $32.58 $938 - $1,042
-32 Reduced 0.21%
15,242 $495,000
Q4 2023

Jan 23, 2024

BUY
$25.56 - $30.04 $639 - $751
25 Added 0.16%
15,274 $455,000
Q3 2023

Oct 24, 2023

BUY
$26.43 - $28.23 $40,385 - $43,135
1,528 Added 11.14%
15,249 $403,000
Q2 2023

Jul 24, 2023

BUY
$24.91 - $27.04 $102,778 - $111,567
4,126 Added 43.0%
13,721 $371,000
Q1 2023

May 04, 2023

BUY
$23.52 - $25.15 $225,674 - $241,314
9,595 New
9,595 $239,000
Q2 2022

Jul 29, 2022

BUY
$21.83 - $26.05 $21,830 - $26,050
1,000 New
1,000 $22,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


  • Ticker CGDV
  • Sector ETFs
  • Industry ETFs
More about CGDV
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