Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,428
| Closed | -$700K | – | 649 |
|
|
2024
Q3 | $700K | Buy |
20,428
+8,999
| +79% | +$308K | 0.2% | 102 |
|
|
2024
Q2 | $368K | Buy |
11,429
+2,960
| +35% | +$95.3K | 0.1% | 167 |
|
|
2024
Q1 | $264K | Hold |
8,469
| – | – | 0.08% | 207 |
|
|
2023
Q4 | $239K | Buy |
8,469
+300
| +4% | +$8.47K | 0.08% | 217 |
|
|
2023
Q3 | $205K | Buy |
+8,169
| New | +$205K | 0.07% | 216 |
|
|
2023
Q1 | $194K | Buy |
+8,169
| New | +$194K | 0.07% | 202 |
|