Cedar Brook Financial Partners’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56,751
| Closed | -$1.77M | – | 80 |
|
|
2024
Q1 | $1.77M | Buy |
56,751
+1,149
| +2% | +$35.8K | 0.35% | 66 |
|
|
2023
Q4 | $1.57M | Sell |
55,602
-340
| -0.6% | -$9.63K | 0.35% | 70 |
|
|
2023
Q3 | $1.4M | Buy |
55,942
+178
| +0.3% | +$4.47K | 0.37% | 67 |
|
|
2023
Q2 | $1.43M | Buy |
55,764
+1,178
| +2% | +$30.3K | 0.34% | 74 |
|
|
2023
Q1 | $1.29M | Buy |
54,586
+5,596
| +11% | +$133K | 0.33% | 78 |
|
|
2022
Q4 | $1.1M | Buy |
48,990
+12,739
| +35% | +$286K | 0.31% | 84 |
|
|
2022
Q3 | $739K | Buy |
36,251
+11,252
| +45% | +$229K | 0.24% | 108 |
|
|
2022
Q2 | $543K | Buy |
+24,999
| New | +$543K | 0.17% | 151 |
|