Investmark Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
9,782
-346
| -3% | -$12.8K | 0.17% | 88 |
|
|
2025
Q1 | $338K | Hold |
10,128
| – | – | 0.17% | 86 |
|
|
2024
Q4 | $354K | Buy |
10,128
+31
| +0.3% | +$1.08K | 0.17% | 84 |
|
|
2024
Q3 | $346K | Buy |
10,097
+14
| +0.1% | +$480 | 0.17% | 90 |
|
|
2024
Q2 | $325K | Buy |
10,083
+797
| +9% | +$25.7K | 0.17% | 86 |
|
|
2024
Q1 | $289K | Buy |
9,286
+1
| +0% | +$31 | 0.16% | 95 |
|
|
2023
Q4 | $263K | Buy |
9,285
+124
| +1% | +$3.51K | 0.15% | 93 |
|
|
2023
Q3 | $230K | Sell |
9,161
-64
| -0.7% | -$1.61K | 0.16% | 89 |
|
|
2023
Q2 | $237K | Buy |
+9,225
| New | +$237K | 0.16% | 90 |
|