AFAS
Acorn Financial Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $388K | Sell |
9,536
-1,264
| -12% | -$51.4K | 0.06% | 132 |
|
2025
Q1 | $370K | Sell |
10,800
-3,867
| -26% | -$132K | 0.07% | 126 |
|
2024
Q4 | $545K | Sell |
14,667
-158
| -1% | -$5.87K | 0.09% | 105 |
|
2024
Q3 | $516K | Buy |
14,825
+4,183
| +39% | +$146K | 0.09% | 108 |
|
2024
Q2 | $350K | Hold |
10,642
| – | – | 0.07% | 137 |
|
2024
Q1 | $340K | Sell |
10,642
-801
| -7% | -$25.6K | 0.06% | 146 |
|
2023
Q4 | $323K | Sell |
11,443
-9,240
| -45% | -$261K | 0.06% | 191 |
|
2023
Q3 | $507K | Sell |
20,683
-718
| -3% | -$17.6K | 0.09% | 132 |
|
2023
Q2 | $540K | Buy |
+21,401
| New | +$540K | 0.1% | 122 |
|