SMITH, MOORE & CO. CGDV Holdings History
SMITH, MOORE & CO.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, SMITH, MOORE & CO. held 290,800.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $10.36 Mil. This investment constitutes 0.96% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.07% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q2. And since then SMITH, MOORE & CO. has made 8 purchases of CGDV, at an average price of $31.72, for a total of 290,800.00 shares. Based on historical transaction data and CGDV's current price of $40.63, SMITH, MOORE & CO.'s estimated gain on his CGDV holdings is $2.59 Mil, reflecting a 28.10% gain to date.
SMITH, MOORE & CO. CGDV ($40.63) Holding Chart
SMITH, MOORE & CO. 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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