Barrett & Company’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Hold |
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|
2025
Q1 | $33K | Sell |
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|
2024
Q4 | $34.7K | Sell |
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|
2024
Q3 | $34.1K | Buy |
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|
2024
Q2 | $32.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $28K | Buy |
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|
2023
Q3 | $24.8K | Buy |
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|
2023
Q2 | $25.3K | Buy |
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|
2023
Q1 | $23.3K | Buy |
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|
2022
Q4 | $13.1K | Hold |
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|
2022
Q3 | $13.1K | Buy |
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