Kingswood Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
13,130
-4,826
-27% -$154K 0.03% 462
2025
Q1
$509K Sell
17,956
-1,240
-6% -$35.1K 0.05% 391
2024
Q4
$561K Sell
19,196
-2,841
-13% -$83K 0.04% 408
2024
Q3
$664K Buy
+22,037
New +$664K 0.05% 383