Bard Financial Services’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
2023
Q3
Sell
-39,250
Closed -$990K 235
2023
Q2
$990K Hold
39,250
0.08% 170
2023
Q1
$882K Buy
39,250
+7,500
+24% +$168K 0.07% 179
2022
Q4
$633K Buy
31,750
+19,250
+154% +$384K 0.05% 190
2022
Q3
$244K Buy
+12,500
New +$244K 0.02% 252