LWM
Lodestone Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
60,558
+191
| +0.3% | +$7.05K | 1.09% | 30 |
|
|
2025
Q1 | $2.02M | Sell |
60,367
-778
| -1% | -$26K | 1.07% | 33 |
|
|
2024
Q4 | $2.14M | Buy |
61,145
+13
| +0% | +$455 | 1.07% | 33 |
|
|
2024
Q3 | $2.1M | Buy |
61,132
+16,568
| +37% | +$568K | 1.05% | 32 |
|
|
2024
Q2 | $1.44M | Buy |
44,564
+2,678
| +6% | +$86.4K | 0.76% | 50 |
|
|
2024
Q1 | $1.31M | Buy |
41,886
+3,208
| +8% | +$100K | 0.68% | 54 |
|
|
2023
Q4 | $1.09M | Buy |
38,678
+1,899
| +5% | +$53.7K | 0.63% | 54 |
|
|
2023
Q3 | $924K | Buy |
36,779
+13,151
| +56% | +$330K | 0.65% | 53 |
|
|
2023
Q2 | $607K | Buy |
+23,628
| New | +$607K | 0.42% | 65 |
|