Bard Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,000
| Closed | -$1.1M | – | 237 |
|
|
2023
Q2 | $1.1M | Buy |
43,000
+3,875
| +10% | +$99.5K | 0.08% | 163 |
|
|
2023
Q1 | $927K | Buy |
39,125
+8,250
| +27% | +$195K | 0.07% | 175 |
|
|
2022
Q4 | $693K | Buy |
30,875
+9,125
| +42% | +$205K | 0.06% | 185 |
|
|
2022
Q3 | $443K | Buy |
21,750
+12,500
| +135% | +$255K | 0.04% | 204 |
|
|
2022
Q2 | $201K | Buy |
+9,250
| New | +$201K | 0.02% | 272 |
|