CWS Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
119,051
+13,226
| +12% | +$538K | 1.41% | 12 |
|
|
2025
Q1 | $3.62M | Buy |
105,825
+23,646
| +29% | +$810K | 1.14% | 12 |
|
|
2024
Q4 | $3.05M | Buy |
82,179
+12,793
| +18% | +$476K | 0.99% | 16 |
|
|
2024
Q3 | $2.41M | Buy |
69,386
+2,115
| +3% | +$73.6K | 0.86% | 16 |
|
|
2024
Q2 | $2.21M | Buy |
67,271
+2,261
| +3% | +$74.4K | 0.87% | 16 |
|
|
2024
Q1 | $2.08M | Sell |
65,010
-129
| -0.2% | -$4.13K | 0.85% | 15 |
|
|
2023
Q4 | $1.84M | Buy |
65,139
+1,732
| +3% | +$48.9K | 0.69% | 21 |
|
|
2023
Q3 | $1.55M | Buy |
63,407
+5,681
| +10% | +$139K | 0.62% | 22 |
|
|
2023
Q2 | $1.46M | Sell |
57,726
-6,258
| -10% | -$158K | 0.55% | 23 |
|
|
2023
Q1 | $1.44M | Buy |
+63,984
| New | +$1.44M | 0.57% | 25 |
|
|
2022
Q4 | – | Sell |
-55,470
| Closed | -$1.08M | – | 143 |
|
|
2022
Q3 | $1.08M | Buy |
55,470
+14,055
| +34% | +$274K | 0.52% | 28 |
|
|
2022
Q2 | $827K | Buy |
+41,415
| New | +$827K | 0.38% | 42 |
|