MWM
Meridian Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
56,897
-1,888
| -3% | -$49.7K | 0.06% | 239 |
|
|
2025
Q1 | $1.54M | Hold |
58,785
| – | – | 0.07% | 209 |
|
|
2024
Q4 | $1.52M | Buy |
58,785
+1,888
| +3% | +$48.7K | 0.07% | 221 |
|
|
2024
Q3 | $1.53M | Hold |
56,897
| – | – | 0.08% | 212 |
|
|
2024
Q2 | $1.47M | Buy |
+56,897
| New | +$1.47M | 0.18% | 96 |
|
|
2024
Q1 | – | Sell |
-56,897
| Closed | -$1.5M | – | 237 |
|
|
2023
Q4 | $1.5M | Buy |
+56,897
| New | +$1.5M | 0.1% | 201 |
|