Larson Financial Group’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 | $91K | Hold |
2,465
| – | – | ﹤0.01% | 870 |
|
2025
Q1 | $82.3K | Hold |
2,465
| – | – | ﹤0.01% | 845 |
|
2024
Q4 | $86.2K | Buy |
2,465
+430
| +21% | +$15K | ﹤0.01% | 753 |
|
2024
Q3 | $69.8K | Hold |
2,035
| – | – | ﹤0.01% | 807 |
|
2024
Q2 | $65.6K | Hold |
2,035
| – | – | ﹤0.01% | 743 |
|
2024
Q1 | $63.4K | Hold |
2,035
| – | – | ﹤0.01% | 635 |
|
2023
Q4 | $57.6K | Hold |
2,035
| – | – | 0.01% | 615 |
|
2023
Q3 | $51.1K | Hold |
2,035
| – | – | 0.01% | 607 |
|
2023
Q2 | $52.3K | Buy |
2,035
+1,000
| +97% | +$25.7K | 0.01% | 547 |
|
2023
Q1 | $24.5K | Hold |
1,035
| – | – | ﹤0.01% | 691 |
|
2022
Q4 | $23.2K | Hold |
1,035
| – | – | ﹤0.01% | 661 |
|
2022
Q3 | $21K | Buy |
+1,035
| New | +$21K | ﹤0.01% | 620 |
|