Meridian Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.96M | Buy |
72,775
+261
| +0.4% | +$10.6K | 0.13% | 164 |
|
2025
Q1 | $2.48M | Sell |
72,514
-185
| -0.3% | -$6.34K | 0.12% | 166 |
|
2024
Q4 | $2.7M | Buy |
72,699
+332
| +0.5% | +$12.3K | 0.13% | 160 |
|
2024
Q3 | $2.52M | Buy |
72,367
+8,428
| +13% | +$293K | 0.12% | 165 |
|
2024
Q2 | $2.1M | Buy |
+63,939
| New | +$2.1M | 0.25% | 76 |
|
2024
Q1 | – | Sell |
-49,053
| Closed | -$1.38M | – | 240 |
|
2023
Q4 | $1.38M | Buy |
49,053
+591
| +1% | +$16.7K | 0.09% | 213 |
|
2023
Q3 | $1.19M | Buy |
48,462
+56
| +0.1% | +$1.37K | 0.07% | 214 |
|
2023
Q2 | $1.22M | Buy |
48,406
+7,945
| +20% | +$200K | 0.1% | 167 |
|
2023
Q1 | $909K | Buy |
+40,461
| New | +$909K | 0.08% | 220 |
|