EWA
EverSource Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
247,893
+40,137
| +19% | +$1.63M | 0.46% | 52 |
|
|
2025
Q1 | $7.12M | Buy |
207,756
+42,998
| +26% | +$1.47M | 0.39% | 65 |
|
|
2024
Q4 | $6.12M | Buy |
164,758
+9,412
| +6% | +$350K | 0.34% | 69 |
|
|
2024
Q3 | $5.4M | Buy |
155,346
+55,347
| +55% | +$1.93M | 0.34% | 67 |
|
|
2024
Q2 | $3.28M | Buy |
99,999
+63,745
| +176% | +$2.09M | 0.22% | 98 |
|
|
2024
Q1 | $1.1M | Buy |
36,254
+15,162
| +72% | +$460K | 0.09% | 171 |
|
|
2023
Q4 | $595K | Buy |
21,092
+787
| +4% | +$22.2K | 0.05% | 226 |
|
|
2023
Q3 | $497K | Buy |
20,305
+8,913
| +78% | +$218K | 0.05% | 229 |
|
|
2023
Q2 | $287K | Sell |
11,392
-270
| -2% | -$6.81K | 0.03% | 318 |
|
|
2023
Q1 | $262K | Buy |
11,662
+26
| +0.2% | +$584 | 0.03% | 325 |
|
|
2022
Q4 | $232K | Buy |
11,636
+2,525
| +28% | +$50.3K | 0.04% | 327 |
|
|
2022
Q3 | $178K | Buy |
+9,111
| New | +$178K | 0.04% | 314 |
|