Madison Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
35,602
+219
| +0.6% | +$4.93K | 0.17% | 62 |
|
|
2025
Q1 | $794K | Buy |
35,383
+366
| +1% | +$8.22K | 0.2% | 59 |
|
|
2024
Q4 | $777K | Buy |
35,017
+6,478
| +23% | +$144K | 0.22% | 58 |
|
|
2024
Q3 | $660K | Sell |
28,539
-115
| -0.4% | -$2.66K | 0.2% | 67 |
|
|
2024
Q2 | $637K | Hold |
28,654
| – | – | 0.22% | 59 |
|
|
2024
Q1 | $644K | Hold |
28,654
| – | – | 0.23% | 57 |
|
|
2023
Q4 | $650K | Sell |
28,654
-2,961
| -9% | -$67.2K | 0.26% | 53 |
|
|
2023
Q3 | $680K | Buy |
31,615
+17,247
| +120% | +$371K | 0.34% | 35 |
|
|
2023
Q2 | $320K | Hold |
14,368
| – | – | 0.15% | 64 |
|
|
2023
Q1 | $327K | Sell |
14,368
-2,832
| -16% | -$64.5K | 0.17% | 61 |
|
|
2022
Q4 | $383K | Buy |
+17,200
| New | +$383K | 0.22% | 50 |
|