Elevation Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
8,280
+11
| +0.1% | +$248 | 0.07% | 116 |
|
|
2025
Q1 | $186K | Hold |
8,269
| – | – | 0.08% | 114 |
|
|
2024
Q4 | $184K | Hold |
8,269
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $191K | Buy |
8,269
+47
| +0.6% | +$1.09K | 0.08% | 119 |
|
|
2024
Q2 | $183K | Sell |
8,222
-1,867
| -19% | -$41.5K | 0.09% | 113 |
|
|
2024
Q1 | $227K | Buy |
10,089
+8,129
| +415% | +$183K | 0.11% | 103 |
|
|
2023
Q4 | $44.5K | Buy |
+1,960
| New | +$44.5K | 0.03% | 221 |
|