Golden State Equity Partners’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 | – | Sell |
-72,227
| Closed | -$2.41M | – | 441 |
|
2025
Q1 | $2.41M | Buy |
72,227
+61,182
| +554% | +$2.04M | 0.48% | 49 |
|
2024
Q4 | $386K | Buy |
+11,045
| New | +$386K | 0.07% | 281 |
|
2024
Q3 | – | Sell |
-11,033
| Closed | -$356K | – | 826 |
|
2024
Q2 | $356K | Buy |
+11,033
| New | +$356K | 0.07% | 288 |
|
2023
Q4 | $309K | Buy |
10,902
+1,264
| +13% | +$35.8K | 0.07% | 275 |
|
2023
Q3 | $242K | Buy |
+9,638
| New | +$242K | 0.07% | 289 |
|