Iron Horse Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $31.3K | Buy |
1,000
+200
| +25% | +$6.25K | 0.01% | 150 |
|
|
2024
Q3 | $24.8K | Hold |
800
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $23.8K | Hold |
800
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $23.3K | Buy |
+800
| New | +$23.3K | 0.01% | 126 |
|