Barnes Pettey Financial Advisors’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 | $30.8M | Buy |
756,831
+28,650
| +4% | +$1.16M | 20.56% | 1 |
|
|
2025
Q1 | $24.9M | Sell |
728,181
-5,697
| -0.8% | -$195K | 19.41% | 1 |
|
|
2024
Q4 | $27.3M | Buy |
733,878
+6,900
| +0.9% | +$256K | 20.83% | 1 |
|
|
2024
Q3 | $25.3M | Sell |
726,978
-3,674
| -0.5% | -$128K | 20.17% | 1 |
|
|
2024
Q2 | $24M | Sell |
730,652
-9,723
| -1% | -$320K | 20.67% | 1 |
|
|
2024
Q1 | $23.7M | Buy |
740,375
+763
| +0.1% | +$24.4K | 20.46% | 1 |
|
|
2023
Q4 | $20.9M | Buy |
739,612
+28,892
| +4% | +$816K | 16.95% | 1 |
|
|
2023
Q3 | $17.4M | Buy |
710,720
+15,671
| +2% | +$384K | 15.98% | 1 |
|
|
2023
Q2 | $17.5M | Buy |
695,049
+31,240
| +5% | +$788K | 15.16% | 1 |
|
|
2023
Q1 | $14.9M | Buy |
663,809
+94,995
| +17% | +$2.13M | 14.24% | 1 |
|
|
2022
Q4 | $11.3M | Buy |
568,814
+187,164
| +49% | +$3.73M | 11.7% | 1 |
|
|
2022
Q3 | $7.45M | Buy |
381,650
+9,343
| +3% | +$182K | 10.17% | 1 |
|
|
2022
Q2 | $7.43M | Buy |
+372,307
| New | +$7.43M | 9.59% | 1 |
|