Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,644
| Closed | -$509K | – | 647 |
|
|
2024
Q3 | $509K | Hold |
14,644
| – | – | 0.15% | 138 |
|
|
2024
Q2 | $481K | Buy |
14,644
+1,305
| +10% | +$42.9K | 0.14% | 143 |
|
|
2024
Q1 | $427K | Buy |
13,339
+1,927
| +17% | +$61.6K | 0.13% | 153 |
|
|
2023
Q4 | $322K | Buy |
11,412
+1,512
| +15% | +$42.7K | 0.11% | 175 |
|
|
2023
Q3 | $243K | Buy |
+9,900
| New | +$243K | 0.09% | 194 |
|
|
2023
Q1 | $222K | Buy |
+9,900
| New | +$222K | 0.09% | 190 |
|
|
2022
Q4 | – | Sell |
-6,970
| Closed | -$136K | – | 447 |
|
|
2022
Q3 | $136K | Buy |
+6,970
| New | +$136K | 0.06% | 217 |
|