NFA
Northwest Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Hold |
14,892
| – | – | 0.84% | 34 |
|
|
2025
Q1 | $510K | Hold |
14,892
| – | – | 0.42% | 58 |
|
|
2024
Q4 | $554K | Buy |
14,892
+280
| +2% | +$10.4K | 0.46% | 56 |
|
|
2024
Q3 | $508K | Buy |
14,612
+1,500
| +11% | +$52.2K | 0.4% | 56 |
|
|
2024
Q2 | $431K | Buy |
13,112
+1,566
| +14% | +$51.5K | 0.44% | 56 |
|
|
2024
Q1 | $369K | Buy |
11,546
+5,738
| +99% | +$184K | 0.41% | 62 |
|
|
2023
Q4 | $164K | Buy |
+5,808
| New | +$164K | 0.14% | 102 |
|