A detailed history of Westside Investment Management, Inc. transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 230 shares of CGDV stock, worth $8,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 200 15.0%
Holding current value
$8,293
Previous $6.6 Million 26.98%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

BUY
$32.96 - $36.48 $988 - $1,094
30 Added 15.0%
230 $8.38 Million
Q2 2024

Jul 17, 2024

BUY
$31.1 - $33.37 $6,220 - $6,673
200 New
200 $6.6 Million

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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