KPP Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
37,341
+3,720
+11% +$137K 0.23% 100
2025
Q1
$1.12M Sell
33,621
-7,574
-18% -$253K 0.21% 104
2024
Q4
$1.44M Sell
41,195
-1,378
-3% -$48.2K 0.34% 70
2024
Q3
$1.46M Sell
42,573
-430
-1% -$14.7K 0.35% 65
2024
Q2
$1.39M Buy
43,003
+6,349
+17% +$205K 0.37% 62
2024
Q1
$1.14M Buy
+36,654
New +$1.14M 0.31% 71
2023
Q4
Sell
-33,629
Closed -$844K 135
2023
Q3
$844K Buy
+33,629
New +$844K 0.28% 72