Dynamic Advisor Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
8,107
-300
| -4% | -$10K | 0.01% | 775 |
|
|
2025
Q1 | $260K | Buy |
8,407
+623
| +8% | +$19.3K | 0.01% | 756 |
|
|
2024
Q4 | $243K | Sell |
7,784
-289
| -4% | -$9.04K | 0.01% | 576 |
|
|
2024
Q3 | $251K | Sell |
8,073
-342
| -4% | -$10.6K | 0.01% | 819 |
|
|
2024
Q2 | $250K | Buy |
+8,415
| New | +$250K | 0.01% | 823 |
|