HWMA
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Heritage Wealth Management (Arizona)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CGCP Stock Details CGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$104K Buy
4,680
+2,340
+100% +$52.1K 0.01% 409
2022
Q3 		$51K Buy
+2,340
New +$51K 0.02% 395