Kaizen Financial Strategies CGDV Holdings History
Kaizen Financial Strategies's Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 234,686.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $8.36 Mil. This investment constitutes 4.83% of their stock portfolio, and Kaizen Financial Strategies now holds 0.05% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2024Q2. And since then Kaizen Financial Strategies has made 4 purchases of CGDV, at an average price of $35.07, for a total of 234,686.00 shares. Based on historical transaction data and CGDV's current price of $40.18, Kaizen Financial Strategies's estimated gain on his CGDV holdings is $1.20 Mil, reflecting a 14.56% gain to date.
Kaizen Financial Strategies CGDV ($40.18) Holding Chart
Kaizen Financial Strategies 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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