J.W. Cole Advisors’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 | $4.29M | Buy |
105,545
+12,097
| +13% | +$492K | 0.09% | 214 |
|
|
2025
Q1 | $3.2M | Buy |
93,448
+78,446
| +523% | +$2.69M | 0.1% | 210 |
|
|
2024
Q4 | $558K | Buy |
15,002
+1,311
| +10% | +$48.7K | 0.02% | 575 |
|
|
2024
Q3 | $476K | Buy |
13,691
+2,328
| +20% | +$81K | 0.02% | 613 |
|
|
2024
Q2 | $374K | Buy |
11,363
+961
| +9% | +$31.6K | 0.02% | 622 |
|
|
2024
Q1 | $333K | Buy |
10,402
+2,381
| +30% | +$76.2K | 0.02% | 657 |
|
|
2023
Q4 | $226K | Buy |
+8,021
| New | +$226K | 0.01% | 721 |
|