Carson Advisory Inc. CGDV Holdings History
Carson Advisory Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 73,675.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $2.63 Mil. This investment constitutes 1.77% of their stock portfolio, and Carson Advisory Inc. now holds 0.02% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2022Q3. And since then Carson Advisory Inc. has made 9 purchases of CGDV, at an average price of $25.72, for a total of 75,267.00 shares. In addition, there have been 2 sales at an average price of $36.01 for 1,592.00 shares. Based on historical transaction data and CGDV's current price of $40.63, Carson Advisory Inc.'s estimated gain on his CGDV holdings is $1.11 Mil, reflecting a 57.56% gain to date.
Carson Advisory Inc. CGDV ($40.63) Holding Chart
Carson Advisory Inc. CGDV ($40.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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