Kingsview 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 | $929K | Sell |
27,787
-3,880
| -12% | -$130K | 0.02% | 602 |
|
|
2025
Q1 | $981K | Sell |
31,667
-16,750
| -35% | -$519K | 0.02% | 540 |
|
|
2024
Q4 | $1.51M | Buy |
48,417
+2,034
| +4% | +$63.6K | 0.03% | 457 |
|
|
2024
Q3 | $1.44M | Buy |
46,383
+20,552
| +80% | +$638K | 0.03% | 448 |
|
|
2024
Q2 | $768K | Buy |
25,831
+17,281
| +202% | +$514K | 0.02% | 576 |
|
|
2024
Q1 | $249K | Buy |
+8,550
| New | +$249K | 0.01% | 891 |
|