Baker Tilly Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,205
| Closed | -$434K | – | 238 |
|
|
2024
Q2 | $434K | Sell |
13,205
-7,500
| -36% | -$247K | 0.18% | 138 |
|
|
2024
Q1 | $662K | Buy |
20,705
+830
| +4% | +$26.6K | 0.12% | 188 |
|
|
2023
Q4 | $561K | Buy |
19,875
+2,480
| +14% | +$70K | 0.09% | 253 |
|
|
2023
Q3 | $426K | Buy |
17,395
+7,575
| +77% | +$186K | 0.07% | 294 |
|
|
2023
Q2 | $248K | Buy |
+9,820
| New | +$248K | 0.03% | 485 |
|