Mayflower Financial Advisors’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 | $1.59M | Sell |
43,159
-1,693
| -4% | -$62.5K | 0.22% | 107 |
|
2025
Q1 | $1.5M | Buy |
44,852
+3,397
| +8% | +$113K | 0.23% | 104 |
|
2024
Q4 | $1.45M | Buy |
41,455
+6,143
| +17% | +$215K | 0.22% | 108 |
|
2024
Q3 | $1.21M | Buy |
35,312
+2,804
| +9% | +$96.1K | 0.18% | 118 |
|
2024
Q2 | $1.05M | Buy |
32,508
+4,439
| +16% | +$143K | 0.17% | 127 |
|
2024
Q1 | $875K | Buy |
28,069
+20,722
| +282% | +$646K | 0.15% | 144 |
|
2023
Q4 | $208K | Buy |
+7,347
| New | +$208K | 0.03% | 319 |
|