EverSource Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Sell |
33,582
-77
| -0.2% | -$2.46K | 0.05% | 259 |
|
2025
Q1 | $954K | Buy |
33,659
+3,389
| +11% | +$96K | 0.05% | 256 |
|
2024
Q4 | $884K | Buy |
30,270
+246
| +0.8% | +$7.19K | 0.05% | 260 |
|
2024
Q3 | $905K | Buy |
30,024
+141
| +0.5% | +$4.25K | 0.06% | 233 |
|
2024
Q2 | $871K | Sell |
29,883
-632
| -2% | -$18.4K | 0.06% | 232 |
|
2024
Q1 | $849K | Buy |
30,515
+1,843
| +6% | +$51.3K | 0.07% | 201 |
|
2023
Q4 | $738K | Buy |
28,672
+3,568
| +14% | +$91.8K | 0.07% | 199 |
|
2023
Q3 | $575K | Buy |
25,104
+14,824
| +144% | +$340K | 0.06% | 213 |
|
2023
Q2 | $250K | Buy |
10,280
+6,429
| +167% | +$156K | 0.03% | 349 |
|
2023
Q1 | $88.8K | Buy |
3,851
+2,069
| +116% | +$47.7K | 0.01% | 578 |
|
2022
Q4 | $37.4K | Buy |
1,782
+206
| +13% | +$4.33K | 0.01% | 867 |
|
2022
Q3 | $29K | Buy |
+1,576
| New | +$29K | 0.01% | 778 |
|