Holistic Planning’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
25,154
+855
| +4% | +$34.8K | 0.29% | 67 |
|
|
2025
Q1 | $832K | Sell |
24,299
-455
| -2% | -$15.6K | 0.28% | 71 |
|
|
2024
Q4 | $920K | Sell |
24,754
-2,805
| -10% | -$104K | 0.33% | 60 |
|
|
2024
Q3 | $959K | Sell |
27,559
-14,832
| -35% | -$516K | 0.41% | 53 |
|
|
2024
Q2 | $1.36M | Hold |
42,391
| – | – | 1.04% | 31 |
|
|
2024
Q1 | $1.36M | Sell |
42,391
-7,125
| -14% | -$228K | 1.04% | 31 |
|
|
2023
Q4 | $1.4M | Buy |
+49,516
| New | +$1.4M | 1.18% | 29 |
|