Bridgewealth Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
16,631
+935
| +6% | +$31.3K | 0.14% | 65 |
|
|
2025
Q1 | $486K | Sell |
15,696
-310
| -2% | -$9.6K | 0.64% | 38 |
|
|
2024
Q4 | $520K | Buy |
16,006
+2,124
| +15% | +$69.1K | 0.15% | 60 |
|
|
2024
Q3 | $431K | Buy |
13,882
+2,142
| +18% | +$66.5K | 0.16% | 55 |
|
|
2024
Q2 | $349K | Buy |
11,740
+3,900
| +50% | +$116K | 0.15% | 52 |
|
|
2024
Q1 | $228K | Buy |
+7,840
| New | +$228K | 0.11% | 68 |
|