Bridgewealth Advisory Group’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 | $9.87M | Buy |
267,169
+81,638
| +44% | +$3.01M | 2.5% | 11 |
|
2025
Q1 | $6.2M | Sell |
185,531
-70,067
| -27% | -$2.34M | 8.15% | 2 |
|
2024
Q4 | $9.31M | Buy |
255,598
+28,257
| +12% | +$1.03M | 2.63% | 10 |
|
2024
Q3 | $7.79M | Buy |
227,341
+32,521
| +17% | +$1.11M | 2.83% | 11 |
|
2024
Q2 | $6.28M | Buy |
194,820
+38,577
| +25% | +$1.24M | 2.78% | 12 |
|
2024
Q1 | $4.87M | Buy |
156,243
+98,769
| +172% | +$3.08M | 2.38% | 12 |
|
2023
Q4 | $1.63M | Buy |
57,474
+45,504
| +380% | +$1.29M | 1.25% | 20 |
|
2023
Q3 | $301K | Buy |
+11,970
| New | +$301K | 0.37% | 43 |
|