Ameritas Advisory Services’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 | $1.13M | Sell |
33,764
-22,248
| -40% | -$744K | 0.06% | 314 |
|
|
2025
Q1 | $1.74M | Buy |
56,012
+2,146
| +4% | +$66.8K | 0.07% | 264 |
|
|
2024
Q4 | $1.68M | Sell |
53,866
-8,883
| -14% | -$278K | 0.06% | 298 |
|
|
2024
Q3 | $1.95M | Sell |
62,749
-23,404
| -27% | -$727K | 0.08% | 239 |
|
|
2024
Q2 | $2.56M | Buy |
86,153
+72,686
| +540% | +$2.16M | 0.1% | 207 |
|
|
2024
Q1 | $380K | Buy |
+13,467
| New | +$380K | 0.02% | 633 |
|