Arkadios Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
13,415
+253
| +2% | +$9.34K | 0.01% | 831 |
|
|
2025
Q1 | $440K | Hold |
13,162
| – | – | 0.02% | 748 |
|
|
2024
Q4 | $460K | Buy |
13,162
+2,961
| +29% | +$104K | 0.03% | 576 |
|
|
2024
Q3 | $350K | Buy |
10,201
+531
| +5% | +$18.2K | 0.02% | 657 |
|
|
2024
Q2 | $312K | Buy |
9,670
+1,128
| +13% | +$36.4K | 0.02% | 624 |
|
|
2024
Q1 | $266K | Hold |
8,542
| – | – | 0.02% | 577 |
|
|
2023
Q4 | $242K | Buy |
+8,542
| New | +$242K | 0.02% | 596 |
|