Financial Advocates Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
34,722
-3,234
| -9% | -$108K | 0.09% | 207 |
|
|
2025
Q1 | $1.18M | Buy |
37,956
+22,722
| +149% | +$704K | 0.08% | 247 |
|
|
2024
Q4 | $476K | Buy |
15,234
+440
| +3% | +$13.8K | 0.03% | 460 |
|
|
2024
Q3 | $459K | Buy |
14,794
+2,677
| +22% | +$83.1K | 0.03% | 475 |
|
|
2024
Q2 | $360K | Buy |
12,117
+137
| +1% | +$4.07K | 0.02% | 526 |
|
|
2024
Q1 | $349K | Buy |
+11,980
| New | +$349K | 0.02% | 538 |
|