CapWealth Advisors’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
Q3 | $297K | Hold |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $318K | Buy |
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