Investmark Advisory Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$361K Sell
2025
Q1
$338K Hold
2024
Q4
$354K Buy
2024
Q3
$346K Buy
2024
Q2
$325K Buy
2024
Q1
$289K Buy
2023
Q4
$263K Buy
2023
Q3
$230K Sell
2023
Q2
$237K Buy