KWB Wealth CGDV Holdings History
KWB Wealth's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, KWB Wealth held 126,424.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $4.46 Mil. This investment constitutes 0.54% of their stock portfolio, and KWB Wealth now holds 0.03% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q4. And since then KWB Wealth has made 2 purchases of CGDV, at an average price of $36.33, for a total of 126,424.00 shares. Based on historical transaction data and CGDV's current price of $40.18, KWB Wealth's estimated gain on his CGDV holdings is $486,178.74, reflecting a 10.58% gain to date.
KWB Wealth CGDV ($40.18) Holding Chart
KWB Wealth CGDV ($40.18) 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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