LWM
Lodestone Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
26,214
+979
| +4% | +$39.8K | 0.52% | 59 |
|
|
2025
Q1 | $864K | Buy |
25,235
+312
| +1% | +$10.7K | 0.46% | 62 |
|
|
2024
Q4 | $926K | Sell |
24,923
-206
| -0.8% | -$7.66K | 0.46% | 61 |
|
|
2024
Q3 | $874K | Buy |
25,129
+5,713
| +29% | +$199K | 0.44% | 64 |
|
|
2024
Q2 | $639K | Buy |
19,416
+24
| +0.1% | +$789 | 0.34% | 71 |
|
|
2024
Q1 | $620K | Buy |
19,392
+807
| +4% | +$25.8K | 0.33% | 72 |
|
|
2023
Q4 | $525K | Buy |
18,585
+1,050
| +6% | +$29.6K | 0.3% | 78 |
|
|
2023
Q3 | $430K | Buy |
17,535
+4,465
| +34% | +$109K | 0.3% | 77 |
|
|
2023
Q2 | $330K | Buy |
+13,070
| New | +$330K | 0.23% | 104 |
|