LWM
Lodestone Wealth Management’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 | $727K | Buy |
22,732
+2,350
| +12% | +$75.1K | 0.35% | 71 |
|
|
2025
Q1 | $577K | Buy |
20,382
+225
| +1% | +$6.37K | 0.31% | 78 |
|
|
2024
Q4 | $589K | Buy |
20,157
+1,286
| +7% | +$37.6K | 0.3% | 80 |
|
|
2024
Q3 | $569K | Buy |
18,871
+3,074
| +19% | +$92.7K | 0.28% | 78 |
|
|
2024
Q2 | $465K | Sell |
15,797
-520
| -3% | -$15.3K | 0.25% | 99 |
|
|
2024
Q1 | $470K | Buy |
16,317
+2,869
| +21% | +$82.6K | 0.25% | 99 |
|
|
2023
Q4 | $346K | Buy |
+13,448
| New | +$346K | 0.2% | 109 |
|