Capital Management Associates Inc’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	$6.23M	Sell	186,189 -126,605	-40%	-$4.23M	1.97%	13
2025 Q1	$9.69M	Buy	312,794 +208,465	+200%	+$6.46M	2.19%	11
2024 Q4	$3.26M	Buy	104,329 +63,513	+156%	+$1.99M	1.22%	16
2024 Q3	$1.27M	Buy	+40,816	New	+$1.27M	0.52%	31