IAP
CACG
Indie Asset Partners’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,075
| Closed | -$256K | – | 85 |
|
|
2023
Q2 | $256K | Sell |
6,075
-957
| -14% | -$40.4K | 0.28% | 57 |
|
|
2023
Q1 | $265K | Sell |
7,032
-7,032
| -50% | -$265K | 0.31% | 56 |
|
|
2022
Q4 | $466K | Buy |
14,064
+300
| +2% | +$9.93K | 0.51% | 39 |
|
|
2022
Q3 | $474K | Buy |
13,764
+500
| +4% | +$17.2K | 0.49% | 38 |
|
|
2022
Q2 | $478K | Buy |
13,264
+900
| +7% | +$32.4K | 0.42% | 42 |
|
|
2022
Q1 | $563K | Buy |
12,364
+50
| +0.4% | +$2.28K | 0.42% | 40 |
|
|
2021
Q4 | $624K | Sell |
12,314
-400
| -3% | -$20.3K | 0.45% | 39 |
|
|
2021
Q3 | $618K | Sell |
12,714
-2,850
| -18% | -$139K | 0.5% | 39 |
|
|
2021
Q2 | $772K | Buy |
15,564
+1,305
| +9% | +$64.7K | 0.63% | 28 |
|
|
2021
Q1 | $651K | Buy |
14,259
+8
| +0.1% | +$365 | 0.74% | 32 |
|
|
2020
Q4 | $628K | Sell |
14,251
-200
| -1% | -$8.81K | 0.73% | 32 |
|
|
2020
Q3 | $572K | Buy |
14,451
+75
| +0.5% | +$2.97K | 0.72% | 35 |
|
|
2020
Q2 | $554K | Buy |
+14,376
| New | +$554K | 0.7% | 39 |
|