Mark Sheptoff Financial Planning’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 | $86K | Buy |
2,329
+14
| +0.6% | +$517 | 0.05% | 142 |
|
|
2025
Q1 | $77.3K | Buy |
2,315
+1,049
| +83% | +$35K | 0.04% | 137 |
|
|
2024
Q4 | $44.3K | Buy |
1,266
+87
| +7% | +$3.04K | 0.02% | 185 |
|
|
2024
Q3 | $40.4K | Sell |
1,179
-5,290
| -82% | -$181K | 0.02% | 183 |
|
|
2024
Q2 | $209K | Buy |
6,469
+329
| +5% | +$10.6K | 0.12% | 90 |
|
|
2024
Q1 | $191K | Buy |
6,140
+850
| +16% | +$26.5K | 0.11% | 99 |
|
|
2023
Q4 | $150K | Hold |
5,290
| – | – | 0.09% | 106 |
|
|
2023
Q3 | $133K | Buy |
+5,290
| New | +$133K | 0.09% | 102 |
|