AA Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
57,599
-1,301
| -2% | -$43.5K | 0.42% | 46 |
|
|
2025
Q1 | $1.82M | Sell |
58,900
-4,944
| -8% | -$153K | 0.45% | 44 |
|
|
2024
Q4 | $2M | Buy |
63,844
+5,086
| +9% | +$159K | 0.53% | 45 |
|
|
2024
Q3 | $1.82M | Buy |
58,758
+7,830
| +15% | +$243K | 0.53% | 45 |
|
|
2024
Q2 | $1.51M | Buy |
50,928
+2,381
| +5% | +$70.8K | 0.53% | 47 |
|
|
2024
Q1 | $1.41M | Buy |
+48,547
| New | +$1.41M | 0.57% | 48 |
|