Carson Wealth (CWM LLC)’s Capital Group Core Plus Income ETF CGCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
14,782
+11,052
| +296% | +$249K | ﹤0.01% | 1793 |
|
|
2025
Q1 | $84K | Buy |
+3,730
| New | +$84K | ﹤0.01% | 2567 |
|
|
2023
Q4 | – | Sell |
-1,056
| Closed | -$23K | – | 4160 |
|
|
2023
Q3 | $23K | Hold |
1,056
| – | – | ﹤0.01% | 2587 |
|
|
2023
Q2 | $24K | Hold |
1,056
| – | – | ﹤0.01% | 2505 |
|
|
2023
Q1 | $24K | Hold |
1,056
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q4 | $24K | Hold |
1,056
| – | – | ﹤0.01% | 2230 |
|
|
2022
Q3 | $23K | Hold |
1,056
| – | – | ﹤0.01% | 2132 |
|
|
2022
Q2 | $25K | Buy |
+1,056
| New | +$25K | ﹤0.01% | 1977 |
|