Avantax 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 | $1.96M | Buy |
58,702
+16,172
| +38% | +$541K | 0.01% | 808 |
|
|
2025
Q1 | $1.32M | Buy |
42,530
+4,859
| +13% | +$151K | 0.01% | 951 |
|
|
2024
Q4 | $1.18M | Buy |
37,671
+20,056
| +114% | +$627K | 0.01% | 964 |
|
|
2024
Q3 | $547K | Buy |
17,615
+5,157
| +41% | +$160K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $370K | Buy |
12,458
+544
| +5% | +$16.2K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $347K | Buy |
11,914
+57
| +0.5% | +$1.66K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $324K | Buy |
+11,857
| New | +$324K | ﹤0.01% | 1197 |
|