Cedar Brook Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-102,690
| Closed | -$3.29M | – | 78 |
|
2024
Q1 | $3.29M | Buy |
102,690
+22,628
| +28% | +$724K | 0.65% | 38 |
|
2023
Q4 | $2.27M | Buy |
80,062
+5,713
| +8% | +$162K | 0.5% | 50 |
|
2023
Q3 | $1.82M | Buy |
74,349
+2,126
| +3% | +$52.1K | 0.48% | 53 |
|
2023
Q2 | $1.82M | Buy |
72,223
+2,065
| +3% | +$52.1K | 0.43% | 55 |
|
2023
Q1 | $1.58M | Buy |
70,158
+3,385
| +5% | +$76K | 0.4% | 63 |
|
2022
Q4 | $1.33M | Buy |
66,773
+56,642
| +559% | +$1.13M | 0.38% | 69 |
|
2022
Q3 | $198K | Buy |
+10,131
| New | +$198K | 0.06% | 331 |
|