CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
14,863
-14
| -0.1% | -$583 | 0.22% | 83 |
|
|
2025
Q1 | $484K | Buy |
14,877
+2,291
| +18% | +$74.6K | 0.2% | 92 |
|
|
2024
Q4 | $497K | Buy |
12,586
+11
| +0.1% | +$435 | 0.18% | 92 |
|
|
2024
Q3 | $438K | Buy |
12,575
+28
| +0.2% | +$976 | 0.17% | 99 |
|
|
2024
Q2 | $404K | Buy |
12,547
+6
| +0% | +$193 | 0.16% | 102 |
|
|
2024
Q1 | $382K | Hold |
12,541
| – | – | 0.16% | 97 |
|
|
2023
Q4 | $363K | Buy |
12,541
+7
| +0.1% | +$202 | 0.15% | 101 |
|
|
2023
Q3 | $299K | Buy |
12,534
+300
| +2% | +$7.15K | 0.14% | 106 |
|
|
2023
Q2 | $313K | Buy |
12,234
+599
| +5% | +$15.3K | 0.14% | 107 |
|
|
2023
Q1 | $264K | Buy |
11,635
+446
| +4% | +$10.1K | 0.12% | 110 |
|
|
2022
Q4 | $249K | Buy |
+11,189
| New | +$249K | 0.11% | 119 |
|
|
2022
Q3 | – | Sell |
-10,588
| Closed | -$220K | – | 130 |
|
|
2022
Q2 | $220K | Buy |
+10,588
| New | +$220K | 0.1% | 124 |
|