Nicholson Meyer Capital Management, Inc. CGDV Holdings History
Nicholson Meyer Capital Management, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-06-30, Nicholson Meyer Capital Management, Inc. held 17,507.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $691,350.00. This investment constitutes 0.59% of their stock portfolio, and Nicholson Meyer Capital Management, Inc. now holds 0% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2025Q2. And since then Nicholson Meyer Capital Management, Inc. has made 1 purchases of CGDV, at an average price of $36.24, for a total of 17,507.00 shares. Based on historical transaction data and CGDV's current price of $40.95, Nicholson Meyer Capital Management, Inc.'s estimated gain on his CGDV holdings is $82,375.69, reflecting a 12.98% gain to date.
Nicholson Meyer Capital Management, Inc. CGDV ($40.95) Holding Chart
Nicholson Meyer Capital Management, Inc. CGDV ($40.95) 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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