Avantax Planning Partners’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 | $608K | Sell |
14,964
-1,031
| -6% | -$41.9K | 0.02% | 241 |
|
|
2025
Q1 | $548K | Buy |
15,995
+545
| +4% | +$18.7K | 0.02% | 244 |
|
|
2024
Q4 | $574K | Sell |
15,450
-1,040
| -6% | -$38.7K | 0.02% | 237 |
|
|
2024
Q3 | $574K | Sell |
16,490
-9,174
| -36% | -$319K | 0.02% | 236 |
|
|
2024
Q2 | $844K | Sell |
25,664
-9,039
| -26% | -$297K | 0.03% | 221 |
|
|
2024
Q1 | $1.11M | Buy |
+34,703
| New | +$1.11M | 0.04% | 204 |
|