Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,403
| Closed | -$610K | – | 644 |
|
|
2024
Q3 | $610K | Buy |
26,403
+2,230
| +9% | +$51.5K | 0.18% | 116 |
|
|
2024
Q2 | $537K | Buy |
24,173
+3,792
| +19% | +$84.2K | 0.15% | 128 |
|
|
2024
Q1 | $458K | Buy |
20,381
+1,575
| +8% | +$35.4K | 0.14% | 143 |
|
|
2023
Q4 | $426K | Buy |
18,806
+9,358
| +99% | +$212K | 0.14% | 135 |
|
|
2023
Q3 | $203K | Buy |
+9,448
| New | +$203K | 0.07% | 219 |
|
|
2023
Q1 | $119K | Buy |
+5,237
| New | +$119K | 0.05% | 265 |
|