Holistic Planning’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 | $579K | Buy |
15,691
+4,940
| +46% | +$182K | 0.17% | 108 |
|
|
2025
Q1 | $359K | Buy |
10,751
+127
| +1% | +$4.24K | 0.12% | 123 |
|
|
2024
Q4 | $372K | Sell |
10,624
-600
| -5% | -$21K | 0.13% | 112 |
|
|
2024
Q3 | $385K | Sell |
11,224
-1,600
| -12% | -$54.8K | 0.16% | 97 |
|
|
2024
Q2 | $400K | Hold |
12,824
| – | – | 0.31% | 73 |
|
|
2024
Q1 | $400K | Sell |
12,824
-1,500
| -10% | -$46.7K | 0.31% | 73 |
|
|
2023
Q4 | $405K | Buy |
+14,324
| New | +$405K | 0.34% | 69 |
|