National Wealth Management Group’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
Q1 | $319K | Sell |
9,559
-40
| -0.4% | -$1.34K | 0.21% | 110 |
|
|
2024
Q4 | $336K | Buy |
9,599
+200
| +2% | +$6.99K | 0.22% | 98 |
|
|
2024
Q3 | $322K | Buy |
9,399
+30
| +0.3% | +$1.03K | 0.22% | 110 |
|
|
2024
Q2 | $302K | Sell |
9,369
-165
| -2% | -$5.32K | 0.23% | 99 |
|
|
2024
Q1 | $297K | Sell |
9,534
-50
| -0.5% | -$1.56K | 0.23% | 109 |
|
|
2023
Q4 | $271K | Buy |
9,584
+65
| +0.7% | +$1.84K | 0.26% | 108 |
|
|
2023
Q3 | $239K | Hold |
9,519
| – | – | 0.26% | 111 |
|
|
2023
Q2 | $250K | Hold |
9,519
| – | – | 0.26% | 109 |
|
|
2023
Q1 | $229K | Buy |
9,519
+84
| +0.9% | +$2.02K | 0.26% | 119 |
|
|
2022
Q4 | $212K | Buy |
+9,435
| New | +$212K | 0.25% | 125 |
|