Laird Norton Wetherby Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,024
Closed -$495K 918
2024
Q1
$495K Buy
22,024
+3,524
+19% +$79.2K 0.02% 554
2023
Q4
$420K Buy
+18,500
New +$420K 0.02% 603