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Keystone Wealth Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Keystone Wealth Services’s Portfolio CGBL Stock Details CGBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1M Sell
30,000
-6,084
-17% -$203K 0.24% 100
2025
Q1 		$1.12M Buy
36,084
+5,083
+16% +$157K 0.3% 80
2024
Q4 		$969K Buy
31,001
+8,657
+39% +$271K 0.26% 93
2024
Q3 		$694K Buy
+22,344
New +$694K 0.19% 112