Investmark Advisory Group’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 | $8.8M | Sell |
216,392
-23,661
| -10% | -$962K | 4.12% | 4 |
|
|
2025
Q1 | $8.22M | Buy |
240,053
+4,445
| +2% | +$152K | 4.06% | 5 |
|
|
2024
Q4 | $8.76M | Sell |
235,608
-579
| -0.2% | -$21.5K | 4.29% | 5 |
|
|
2024
Q3 | $8.22M | Buy |
236,187
+5,947
| +3% | +$207K | 3.99% | 4 |
|
|
2024
Q2 | $7.57M | Buy |
230,240
+18,385
| +9% | +$605K | 4.04% | 5 |
|
|
2024
Q1 | $6.78M | Buy |
211,855
+3,841
| +2% | +$123K | 3.72% | 5 |
|
|
2023
Q4 | $5.87M | Buy |
208,014
+19,862
| +11% | +$561K | 3.44% | 5 |
|
|
2023
Q3 | $4.61M | Buy |
188,152
+20,341
| +12% | +$498K | 3.12% | 5 |
|
|
2023
Q2 | $4.23M | Buy |
167,811
+16,617
| +11% | +$419K | 2.82% | 5 |
|
|
2023
Q1 | $3.4M | Buy |
151,194
+33,550
| +29% | +$754K | 2.49% | 11 |
|
|
2022
Q4 | $2.35M | Buy |
117,644
+28,834
| +32% | +$575K | 1.74% | 16 |
|
|
2022
Q3 | $1.73M | Buy |
88,810
+45,421
| +105% | +$886K | 1.56% | 20 |
|
|
2022
Q2 | $866K | Buy |
43,389
+12,662
| +41% | +$253K | 0.86% | 25 |
|
|
2022
Q1 | $803K | Buy |
+30,727
| New | +$803K | 0.83% | 28 |
|