EverSource Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $7.12M | Buy |
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|
2024
Q4 | $6.12M | Buy |
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|
2024
Q3 | $5.4M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $178K | Buy |
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