Axxcess Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
23,011
-1,051
| -4% | -$38.8K | 0.02% | 471 |
|
|
2025
Q1 | $804K | Buy |
24,062
+1,293
| +6% | +$43.2K | 0.02% | 444 |
|
|
2024
Q4 | $796K | Buy |
22,769
+3,693
| +19% | +$129K | 0.02% | 448 |
|
|
2024
Q3 | $654K | Buy |
19,076
+5,619
| +42% | +$193K | 0.02% | 491 |
|
|
2024
Q2 | $434K | Buy |
13,457
+1,797
| +15% | +$58K | 0.01% | 555 |
|
|
2024
Q1 | $363K | Buy |
11,660
+1,996
| +21% | +$62.2K | 0.01% | 615 |
|
|
2023
Q4 | $273K | Buy |
+9,664
| New | +$273K | 0.01% | 670 |
|