CWM
Concentric Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $256K | Hold |
9,500
| – | – | 0.06% | 124 |
|
|
2024
Q2 | $244K | Hold |
9,500
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $245K | Hold |
9,500
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $227K | Hold |
9,500
| – | – | 0.07% | 121 |
|
|
2023
Q3 | $207K | Buy |
+9,500
| New | +$207K | 0.07% | 117 |
|