Carolinas Wealth Consulting’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,043
| Closed | -$1.85M | – | 150 |
|
|
2025
Q1 | $1.85M | Buy |
54,043
+5,075
| +10% | +$174K | 0.4% | 41 |
|
|
2024
Q4 | $1.82M | Buy |
48,968
+2,308
| +5% | +$85.8K | 0.36% | 46 |
|
|
2024
Q3 | $1.62M | Buy |
46,660
+985
| +2% | +$34.3K | 0.29% | 49 |
|
|
2024
Q2 | $1.5M | Buy |
45,675
+2,476
| +6% | +$81.6K | 0.29% | 50 |
|
|
2024
Q1 | $1.38M | Sell |
43,199
-1,178
| -3% | -$37.7K | 0.27% | 53 |
|
|
2023
Q4 | $1.25M | Buy |
44,377
+438
| +1% | +$12.4K | 0.27% | 51 |
|
|
2023
Q3 | $1.05M | Buy |
43,939
+4,600
| +12% | +$109K | 0.26% | 53 |
|
|
2023
Q2 | $995K | Buy |
39,339
+1,028
| +3% | +$26K | 0.2% | 69 |
|
|
2023
Q1 | $860K | Buy |
38,311
+2,139
| +6% | +$48K | 0.18% | 72 |
|
|
2022
Q4 | $721K | Buy |
36,172
+35,678
| +7,222% | +$711K | 0.16% | 74 |
|
|
2022
Q3 | $10K | Hold |
494
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $10K | Buy |
+494
| New | +$10K | ﹤0.01% | 566 |
|