Harbour Investments’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 | $14.6M | Buy |
436,456
+118,535
| +37% | +$3.96M | 0.37% | 46 |
|
|
2025
Q1 | $9.85M | Buy |
317,921
+47,319
| +17% | +$1.47M | 0.28% | 69 |
|
|
2024
Q4 | $8.46M | Buy |
270,602
+47,745
| +21% | +$1.49M | 0.24% | 72 |
|
|
2024
Q3 | $6.92M | Buy |
222,857
+94,015
| +73% | +$2.92M | 0.21% | 85 |
|
|
2024
Q2 | $3.83M | Buy |
128,842
+53,789
| +72% | +$1.6M | 0.13% | 140 |
|
|
2024
Q1 | $2.18M | Buy |
75,053
+50,001
| +200% | +$1.46M | 0.08% | 238 |
|
|
2023
Q4 | $685K | Buy |
+25,052
| New | +$685K | 0.03% | 452 |
|