Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
20,108
-988
| -5% | -$36.5K | 0.19% | 138 |
|
|
2025
Q1 | $705K | Sell |
21,096
-1,484
| -7% | -$49.6K | 0.21% | 125 |
|
|
2024
Q4 | $790K | Buy |
22,580
+46
| +0.2% | +$1.61K | 0.26% | 105 |
|
|
2024
Q3 | $772K | Buy |
22,534
+3,202
| +17% | +$110K | 0.26% | 111 |
|
|
2024
Q2 | $623K | Buy |
19,332
+1,554
| +9% | +$50.1K | 0.23% | 125 |
|
|
2024
Q1 | $554K | Buy |
17,778
+2,104
| +13% | +$65.6K | 0.27% | 106 |
|
|
2023
Q4 | $444K | Buy |
15,674
+692
| +5% | +$19.6K | 0.21% | 134 |
|
|
2023
Q3 | $376K | Buy |
14,982
+2,797
| +23% | +$70.2K | 0.21% | 143 |
|
|
2023
Q2 | $313K | Buy |
12,185
+3,189
| +35% | +$81.9K | 0.18% | 162 |
|
|
2023
Q1 | $213K | Buy |
+8,996
| New | +$213K | 0.14% | 189 |
|