LWM
Lodestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
220,201
-3,662
| -2% | -$82.4K | 2.41% | 4 |
|
|
2025
Q1 | $5.03M | Buy |
223,863
+5,436
| +2% | +$122K | 2.67% | 4 |
|
|
2024
Q4 | $4.85M | Buy |
218,427
+5,086
| +2% | +$113K | 2.43% | 4 |
|
|
2024
Q3 | $4.93M | Buy |
213,341
+63,771
| +43% | +$1.47M | 2.47% | 4 |
|
|
2024
Q2 | $3.32M | Buy |
149,570
+537
| +0.4% | +$11.9K | 1.75% | 11 |
|
|
2024
Q1 | $3.35M | Buy |
149,033
+34,032
| +30% | +$764K | 1.76% | 13 |
|
|
2023
Q4 | $2.61M | Buy |
115,001
+90,363
| +367% | +$2.05M | 1.51% | 16 |
|
|
2023
Q3 | $530K | Buy |
24,638
+2,454
| +11% | +$52.8K | 0.37% | 66 |
|
|
2023
Q2 | $494K | Buy |
22,184
+3,458
| +18% | +$77K | 0.34% | 77 |
|
|
2023
Q1 | $427K | Buy |
18,726
+488
| +3% | +$11.1K | 0.33% | 76 |
|
|
2022
Q4 | $406K | Buy |
+18,238
| New | +$406K | 0.33% | 75 |
|