IAM Advisory’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 | $14.1M | Buy |
345,835
+282,264
| +444% | +$11.5M | 3.37% | 8 |
|
|
2025
Q1 | $2.18M | Sell |
63,571
-544
| -0.8% | -$18.6K | 0.57% | 29 |
|
|
2024
Q4 | $2.38M | Sell |
64,115
-378
| -0.6% | -$14.1K | 0.6% | 25 |
|
|
2024
Q3 | $2.24M | Buy |
64,493
+67
| +0.1% | +$2.33K | 0.57% | 29 |
|
|
2024
Q2 | $2.12M | Buy |
64,426
+57,351
| +811% | +$1.89M | 0.57% | 33 |
|
|
2024
Q1 | $226K | Sell |
7,075
-2,380
| -25% | -$76.1K | 0.06% | 93 |
|
|
2023
Q4 | $267K | Hold |
9,455
| – | – | 0.08% | 79 |
|
|
2023
Q3 | $232K | Buy |
9,455
+20
| +0.2% | +$490 | 0.08% | 84 |
|
|
2023
Q2 | $238K | Buy |
+9,435
| New | +$238K | 0.08% | 81 |
|