CWA
Clearview Wealth Advisors’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 | $12.4M | Buy |
549,551
+16,824
| +3% | +$379K | 8.61% | 1 |
|
|
2025
Q1 | $12M | Sell |
532,727
-11,448
| -2% | -$257K | 8.94% | 1 |
|
|
2024
Q4 | $12.1M | Buy |
544,175
+28,605
| +6% | +$635K | 9.18% | 1 |
|
|
2024
Q3 | $11.9M | Buy |
515,570
+70,141
| +16% | +$1.62M | 9.19% | 1 |
|
|
2024
Q2 | $9.9M | Buy |
+445,429
| New | +$9.9M | 8.64% | 1 |
|