Carson Wealth (CWM LLC)’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.47M | Buy |
202,279
+82,173
| +68% | +$2.63M | 0.02% | 518 |
|
2025
Q1 | $3.4M | Buy |
120,106
+17,515
| +17% | +$496K | 0.01% | 637 |
|
2024
Q4 | $3M | Buy |
102,591
+60,304
| +143% | +$1.76M | 0.01% | 630 |
|
2024
Q3 | $1.28M | Buy |
42,287
+4,623
| +12% | +$139K | 0.01% | 891 |
|
2024
Q2 | $1.11M | Buy |
37,664
+2,487
| +7% | +$73.2K | 0.01% | 838 |
|
2024
Q1 | $1.01M | Buy |
35,177
+2,194
| +7% | +$63.2K | ﹤0.01% | 848 |
|
2023
Q4 | $849K | Sell |
32,983
-9,505
| -22% | -$245K | ﹤0.01% | 873 |
|
2023
Q3 | $974K | Buy |
42,488
+31,588
| +290% | +$724K | 0.01% | 765 |
|
2023
Q2 | $265K | Buy |
10,900
+10,555
| +3,059% | +$257K | ﹤0.01% | 1155 |
|
2023
Q1 | $8K | Hold |
345
| – | – | ﹤0.01% | 3058 |
|
2022
Q4 | $7K | Hold |
345
| – | – | ﹤0.01% | 2982 |
|
2022
Q3 | $6K | Sell |
345
-455
| -57% | -$7.91K | ﹤0.01% | 2947 |
|
2022
Q2 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 2252 |
|