Lynch & Associates’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
32,360
+2,913
| +10% | +$108K | 0.24% | 76 |
|
|
2025
Q1 | $984K | Buy |
29,447
+9,286
| +46% | +$310K | 0.21% | 76 |
|
|
2024
Q4 | $705K | Buy |
20,161
+2,836
| +16% | +$99.2K | 0.15% | 79 |
|
|
2024
Q3 | $594K | Buy |
17,325
+2,194
| +15% | +$75.2K | 0.13% | 85 |
|
|
2024
Q2 | $488K | Buy |
15,131
+2,540
| +20% | +$81.9K | 0.11% | 90 |
|
|
2024
Q1 | $392K | Buy |
12,591
+2,786
| +28% | +$86.8K | 0.09% | 100 |
|
|
2023
Q4 | $277K | Buy |
9,805
+1,598
| +19% | +$45.2K | 0.07% | 104 |
|
|
2023
Q3 | $206K | Buy |
+8,207
| New | +$206K | 0.05% | 109 |
|