FWA
FSM 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 | $5.13M | Buy |
160,785
+4,630
| +3% | +$148K | 0.83% | 25 |
|
|
2025
Q1 | $4.42M | Buy |
156,155
+10,149
| +7% | +$288K | 0.99% | 21 |
|
|
2024
Q4 | $4.34M | Buy |
146,006
+3,816
| +3% | +$113K | 1.06% | 21 |
|
|
2024
Q3 | $4.29M | Buy |
142,190
+2,055
| +1% | +$62K | 1.14% | 21 |
|
|
2024
Q2 | $4.13M | Buy |
140,135
+1,420
| +1% | +$41.8K | 1.38% | 20 |
|
|
2024
Q1 | $3.99M | Sell |
138,715
-22,379
| -14% | -$645K | 1.42% | 19 |
|
|
2023
Q4 | $4.14M | Buy |
161,094
+50,047
| +45% | +$1.29M | 1.76% | 18 |
|
|
2023
Q3 | $2.55M | Buy |
111,047
+18,284
| +20% | +$419K | 1.28% | 23 |
|
|
2023
Q2 | $2.23M | Buy |
92,763
+4,343
| +5% | +$104K | 1.12% | 23 |
|
|
2023
Q1 | $2.04M | Sell |
88,420
-1,863
| -2% | -$43K | 1.18% | 23 |
|
|
2022
Q4 | $1.9M | Buy |
90,283
+48,350
| +115% | +$1.02M | 1.35% | 21 |
|
|
2022
Q3 | $784K | Buy |
41,933
+16,374
| +64% | +$306K | 0.65% | 43 |
|
|
2022
Q2 | $558K | Buy |
+25,559
| New | +$558K | 0.55% | 52 |
|