Atria Wealth Solutions’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 | $23.2M | Sell |
568,085
-197,270
| -26% | -$8.05M | 0.52% | 30 |
|
|
2025
Q1 | $26.2M | Buy |
765,355
+128,802
| +20% | +$4.41M | 0.32% | 64 |
|
|
2024
Q4 | $23.7M | Sell |
636,553
-101,903
| -14% | -$3.79M | 0.26% | 80 |
|
|
2024
Q3 | $25.7M | Buy |
738,456
+177,989
| +32% | +$6.19M | 0.28% | 73 |
|
|
2024
Q2 | $18.4M | Buy |
560,467
+59,348
| +12% | +$1.95M | 0.2% | 103 |
|
|
2024
Q1 | $16M | Buy |
501,119
+36,813
| +8% | +$1.18M | 0.18% | 118 |
|
|
2023
Q4 | $13.1M | Buy |
464,306
+190,734
| +70% | +$5.39M | 0.16% | 133 |
|
|
2023
Q3 | $6.7M | Buy |
273,572
+21,095
| +8% | +$517K | 0.09% | 222 |
|
|
2023
Q2 | $6.37M | Buy |
+252,477
| New | +$6.37M | 0.09% | 227 |
|
|
2022
Q4 | – | Sell |
-13,668
| Closed | -$267K | – | 1801 |
|
|
2022
Q3 | $267K | Buy |
+13,668
| New | +$267K | ﹤0.01% | 1364 |
|