CWS Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
40,581
+2,534
| +7% | +$93.6K | 0.44% | 33 |
|
|
2025
Q1 | $1.27M | Buy |
38,047
+1,845
| +5% | +$61.6K | 0.4% | 35 |
|
|
2024
Q4 | $1.27M | Buy |
36,202
+6,334
| +21% | +$222K | 0.41% | 33 |
|
|
2024
Q3 | $1.02M | Buy |
29,868
+3,254
| +12% | +$112K | 0.36% | 32 |
|
|
2024
Q2 | $858K | Buy |
26,614
+3,931
| +17% | +$127K | 0.34% | 32 |
|
|
2024
Q1 | $707K | Sell |
22,683
-289
| -1% | -$9.01K | 0.29% | 34 |
|
|
2023
Q4 | $650K | Buy |
22,972
+1,712
| +8% | +$48.5K | 0.24% | 59 |
|
|
2023
Q3 | $534K | Buy |
21,260
+8,514
| +67% | +$214K | 0.21% | 71 |
|
|
2023
Q2 | $327K | Buy |
+12,746
| New | +$327K | 0.12% | 111 |
|