CWP
Core Wealth Partners’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 | $5.18M | Buy |
230,007
+84,816
| +58% | +$1.91M | 2.63% | 5 |
|
|
2025
Q1 | $3.26M | Sell |
145,191
-99,974
| -41% | -$2.24M | 1.9% | 9 |
|
|
2024
Q4 | $5.44M | Buy |
245,165
+42,987
| +21% | +$954K | 3.12% | 5 |
|
|
2024
Q3 | $4.67M | Buy |
202,178
+153,859
| +318% | +$3.56M | 2.83% | 5 |
|
|
2024
Q2 | $1.07M | Buy |
48,319
+28,619
| +145% | +$636K | 0.73% | 33 |
|
|
2024
Q1 | $442K | Buy |
+19,700
| New | +$442K | 0.33% | 64 |
|