Investments & Financial Planning LLC’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 | $10.7M | Buy |
263,134
+14,317
| +6% | +$582K | 6.16% | 5 |
|
|
2025
Q1 | $8.52M | Buy |
248,817
+8,104
| +3% | +$278K | 5.53% | 5 |
|
|
2024
Q4 | $8.95M | Buy |
240,713
+8,570
| +4% | +$319K | 5.51% | 5 |
|
|
2024
Q3 | $8.08M | Sell |
232,143
-3,244
| -1% | -$113K | 5.11% | 5 |
|
|
2024
Q2 | $7.74M | Buy |
235,387
+6,042
| +3% | +$199K | 5.2% | 5 |
|
|
2024
Q1 | $7.34M | Buy |
229,345
+5,689
| +3% | +$182K | 5.03% | 5 |
|
|
2023
Q4 | $6.31M | Buy |
223,656
+101,773
| +84% | +$2.87M | 4.73% | 6 |
|
|
2023
Q3 | $2.99M | Buy |
121,883
+15,518
| +15% | +$380K | 2.66% | 10 |
|
|
2023
Q2 | $2.68M | Buy |
106,365
+22,089
| +26% | +$557K | 2.32% | 11 |
|
|
2023
Q1 | $1.89M | Buy |
84,276
+29,341
| +53% | +$659K | 1.74% | 13 |
|
|
2022
Q4 | $1.1M | Buy |
+54,935
| New | +$1.1M | 1.07% | 15 |
|
|
2022
Q2 | $242K | Buy |
+12,139
| New | +$242K | 0.25% | 33 |
|