NFA
Northwest Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.93M | Buy |
60,277
+9,632
| +19% | +$308K | 2.69% | 9 |
|
2025
Q1 | $1.43M | Buy |
50,645
+3,850
| +8% | +$109K | 1.19% | 20 |
|
2024
Q4 | $1.37M | Buy |
46,795
+15
| +0% | +$438 | 1.13% | 20 |
|
2024
Q3 | $1.41M | Buy |
46,780
+1,128
| +2% | +$34K | 1.12% | 18 |
|
2024
Q2 | $1.34M | Sell |
45,652
-525
| -1% | -$15.5K | 1.37% | 19 |
|
2024
Q1 | $1.33M | Buy |
46,177
+7,585
| +20% | +$218K | 1.46% | 17 |
|
2023
Q4 | $993K | Buy |
+38,592
| New | +$993K | 0.84% | 21 |
|