LRIA
Leonard Rickey Investment Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.66M | Sell |
114,540
-424
| -0.4% | -$13.6K | 0.73% | 24 |
|
2025
Q1 | $3.17M | Buy |
114,964
+1,901
| +2% | +$52.4K | 0.68% | 23 |
|
2024
Q4 | $3.3M | Buy |
113,063
+40,701
| +56% | +$1.19M | 0.76% | 21 |
|
2024
Q3 | $2.18M | Buy |
72,362
+1,435
| +2% | +$43.3K | 0.5% | 27 |
|
2024
Q2 | $2.09M | Sell |
70,927
-3,005
| -4% | -$88.5K | 0.5% | 27 |
|
2024
Q1 | $2.13M | Sell |
73,932
-13,322
| -15% | -$384K | 0.55% | 25 |
|
2023
Q4 | $2.25M | Sell |
87,254
-4,537
| -5% | -$117K | 0.67% | 21 |
|
2023
Q3 | $2.1M | Buy |
+91,791
| New | +$2.1M | 0.69% | 21 |
|