FinDec Wealth Services’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
7,739
-16,313
| -68% | -$602K | 0.3% | 28 |
|
|
2025
Q1 | $803K | Sell |
24,052
-159,394
| -87% | -$5.32M | 0.79% | 17 |
|
|
2024
Q4 | $6.42M | Sell |
183,446
-45,269
| -20% | -$1.58M | 4.45% | 8 |
|
|
2024
Q3 | $7.84M | Buy |
228,715
+1,448
| +0.6% | +$49.6K | 4.55% | 8 |
|
|
2024
Q2 | $7.33M | Sell |
227,267
-9,369
| -4% | -$302K | 4.63% | 8 |
|
|
2024
Q1 | $7.37M | Sell |
236,636
-2,074
| -0.9% | -$64.6K | 4.63% | 6 |
|
|
2023
Q4 | $6.76M | Buy |
238,710
+51,350
| +27% | +$1.45M | 4.51% | 7 |
|
|
2023
Q3 | $4.7M | Buy |
187,360
+2,425
| +1% | +$60.9K | 3.4% | 13 |
|
|
2023
Q2 | $4.75M | Sell |
184,935
-1,295
| -0.7% | -$33.3K | 3.32% | 14 |
|
|
2023
Q1 | $4.41M | Buy |
186,230
+1,548
| +0.8% | +$36.7K | 3.34% | 13 |
|
|
2022
Q4 | $4.15M | Buy |
+184,682
| New | +$4.15M | 3.43% | 12 |
|