Accel Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.13M | Buy |
52,502
+9,109
| +21% | +$370K | 0.71% | 34 |
|
2025
Q1 | $1.49M | Buy |
43,393
+16,588
| +62% | +$568K | 0.54% | 51 |
|
2024
Q4 | $996K | Buy |
26,805
+16,035
| +149% | +$596K | 0.38% | 69 |
|
2024
Q3 | $375K | Buy |
10,770
+2,353
| +28% | +$81.9K | 0.14% | 163 |
|
2024
Q2 | $277K | Buy |
+8,417
| New | +$277K | 0.11% | 176 |
|
2024
Q1 | – | Sell |
-10,116
| Closed | -$286K | – | 228 |
|
2023
Q4 | $286K | Buy |
10,116
+140
| +1% | +$3.95K | 0.14% | 146 |
|
2023
Q3 | $244K | Buy |
+9,976
| New | +$244K | 0.14% | 142 |
|