Guardian Wealth Advisors (North Carolina)’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Hold |
4,425
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $99.3K | Buy |
4,425
+75
| +2% | +$1.68K | 0.01% | 349 |
|
|
2024
Q4 | $96.6K | Buy |
4,350
+1,000
| +30% | +$22.2K | 0.01% | 341 |
|
|
2024
Q3 | $77.5K | Hold |
3,350
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $74.4K | Hold |
3,350
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $75.2K | Buy |
3,350
+550
| +20% | +$12.4K | 0.01% | 297 |
|
|
2023
Q4 | $63.5K | Buy |
2,800
+2,100
| +300% | +$47.7K | 0.01% | 284 |
|
|
2023
Q3 | $15.1K | Buy |
+700
| New | +$15.1K | ﹤0.01% | 344 |
|