Capital Group Divid Value Etf Shs Creation Unit shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Capital Group Divid Value Etf Shs Creation Unit
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All positions including Capital Group Divid Value Etf Shs Creation Unit held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Mark Sheptoff Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $101k | 2.8k | 36.44 |
2024-06-30 | $127k | 3.9k | 33.00 |
2024-03-31 | $105k | 3.2k | 32.50 |
2023-12-31 | $28k | 928 | 29.84 |
2023-09-30 | $25k | 928 | 26.47 |
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