AFA
Alpha 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 | $1.46M | Buy |
65,004
+141
| +0.2% | +$3.17K | 0.57% | 19 |
|
|
2025
Q1 | $1.46M | Buy |
64,863
+47,974
| +284% | +$1.08M | 0.65% | 15 |
|
|
2024
Q4 | $375K | Buy |
16,889
+3,468
| +26% | +$77K | 0.17% | 28 |
|
|
2024
Q3 | $310K | Sell |
13,421
-6,681
| -33% | -$154K | 0.14% | 33 |
|
|
2024
Q2 | $447K | Buy |
20,102
+6,681
| +50% | +$148K | 0.22% | 24 |
|
|
2024
Q1 | $301K | Hold |
13,421
| – | – | 0.14% | 32 |
|
|
2023
Q4 | $305K | Buy |
+13,421
| New | +$305K | 0.15% | 31 |
|
|
2023
Q2 | – | Sell |
-9,259
| Closed | -$211K | – | 42 |
|
|
2023
Q1 | $211K | Buy |
9,259
+11
| +0.1% | +$251 | 0.15% | 42 |
|
|
2022
Q4 | $206K | Buy |
+9,248
| New | +$206K | 0.18% | 40 |
|