ICA Group Wealth Management’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
Q2 | $174K | Sell |
5,399
-4,727
| -47% | -$152K | 0.1% | 112 |
|
|
2024
Q1 | $316K | Sell |
10,126
-3
| -0% | -$93 | 0.06% | 224 |
|
|
2023
Q4 | $287K | Buy |
+10,129
| New | +$287K | 0.06% | 209 |
|
|
2023
Q3 | – | Sell |
-3,591
| Closed | -$92.2K | – | 380 |
|
|
2023
Q2 | $92.2K | Buy |
3,591
+916
| +34% | +$23.5K | 0.02% | 348 |
|
|
2023
Q1 | $63.4K | Buy |
2,675
+325
| +14% | +$7.7K | 0.02% | 429 |
|
|
2022
Q4 | $52.8K | Buy |
+2,350
| New | +$52.8K | 0.01% | 502 |
|