LWM
LongView 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 | $2.09M | Buy |
92,896
+5,881
| +7% | +$132K | 0.63% | 43 |
|
|
2025
Q1 | $1.95M | Buy |
87,015
+2,554
| +3% | +$57.3K | 0.59% | 39 |
|
|
2024
Q4 | $1.88M | Buy |
84,461
+12,715
| +18% | +$282K | 0.57% | 42 |
|
|
2024
Q3 | $1.66M | Buy |
71,746
+11,154
| +18% | +$258K | 0.53% | 43 |
|
|
2024
Q2 | $1.35M | Buy |
60,592
+492
| +0.8% | +$10.9K | 0.5% | 48 |
|
|
2024
Q1 | $1.35M | Buy |
60,100
+3,928
| +7% | +$88.2K | 0.54% | 44 |
|
|
2023
Q4 | $1.27M | Buy |
+56,172
| New | +$1.27M | 0.57% | 43 |
|