Lantz Financial’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 | $1.59M | Buy |
43,182
+3,069
| +8% | +$113K | 0.4% | 78 |
|
|
2025
Q1 | $1.34M | Buy |
40,113
+2,880
| +8% | +$96.2K | 0.37% | 81 |
|
|
2024
Q4 | $1.3M | Buy |
37,233
+2,206
| +6% | +$77.1K | 0.35% | 79 |
|
|
2024
Q3 | $1.2M | Buy |
35,027
+2,659
| +8% | +$91.1K | 0.33% | 82 |
|
|
2024
Q2 | $1.04M | Buy |
32,368
+1,271
| +4% | +$41K | 0.32% | 86 |
|
|
2024
Q1 | $969K | Buy |
31,097
+1,542
| +5% | +$48K | 0.31% | 83 |
|
|
2023
Q4 | $836K | Buy |
29,555
+2,535
| +9% | +$71.7K | 0.3% | 87 |
|
|
2023
Q3 | $678K | Buy |
27,020
+3,934
| +17% | +$98.8K | 0.27% | 88 |
|
|
2023
Q2 | $593K | Buy |
23,086
+3,788
| +20% | +$97.3K | 0.23% | 98 |
|
|
2023
Q1 | $457K | Buy |
19,298
+9,550
| +98% | +$226K | 0.19% | 114 |
|
|
2022
Q4 | $219K | Buy |
+9,748
| New | +$219K | 0.1% | 168 |
|