Latitude Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
16,433
+1,175
| +8% | +$39.3K | 0.28% | 85 |
|
|
2025
Q1 | $473K | Buy |
15,258
+2,180
| +17% | +$67.5K | 0.27% | 93 |
|
|
2024
Q4 | $409K | Buy |
13,078
+4,843
| +59% | +$151K | 0.23% | 101 |
|
|
2024
Q3 | $256K | Buy |
8,235
+11
| +0.1% | +$342 | 0.14% | 153 |
|
|
2024
Q2 | $244K | Buy |
8,224
+179
| +2% | +$5.32K | 0.15% | 146 |
|
|
2024
Q1 | $234K | Buy |
+8,045
| New | +$234K | 0.15% | 148 |
|