CWS Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
93,389
+22,768
| +32% | +$761K | 0.91% | 18 |
|
|
2025
Q1 | $2.19M | Buy |
70,621
+26,718
| +61% | +$828K | 0.69% | 22 |
|
|
2024
Q4 | $1.37M | Buy |
43,903
+14,886
| +51% | +$465K | 0.44% | 29 |
|
|
2024
Q3 | $901K | Buy |
29,017
+13,172
| +83% | +$409K | 0.32% | 37 |
|
|
2024
Q2 | $471K | Buy |
15,845
+6,902
| +77% | +$205K | 0.19% | 61 |
|
|
2024
Q1 | $260K | Buy |
+8,943
| New | +$260K | 0.11% | 94 |
|