AFA
AA Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.8M | Sell |
747,854
-5,332
| -0.7% | -$120K | 3.63% | 4 |
|
2025
Q1 | $16.9M | Buy |
753,186
+160,211
| +27% | +$3.6M | 4.13% | 4 |
|
2024
Q4 | $13.2M | Buy |
592,975
+28,631
| +5% | +$636K | 3.51% | 4 |
|
2024
Q3 | $13M | Buy |
564,344
+123,568
| +28% | +$2.86M | 3.78% | 4 |
|
2024
Q2 | $9.79M | Buy |
440,776
+71,957
| +20% | +$1.6M | 3.45% | 3 |
|
2024
Q1 | $8.28M | Buy |
368,819
+20,194
| +6% | +$454K | 3.34% | 4 |
|
2023
Q4 | $7.91M | Buy |
+348,625
| New | +$7.91M | 5.27% | 3 |
|