OWA
Octavia Wealth 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 | $658K | Buy |
16,184
+66
| +0.4% | +$2.68K | 0.07% | 98 |
|
|
2025
Q1 | $552K | Sell |
16,118
-797
| -5% | -$27.3K | 0.07% | 114 |
|
|
2024
Q4 | $629K | Sell |
16,915
-47
| -0.3% | -$1.75K | 0.08% | 97 |
|
|
2024
Q3 | $590K | Sell |
16,962
-245
| -1% | -$8.52K | 0.07% | 102 |
|
|
2024
Q2 | $567K | Buy |
17,207
+804
| +5% | +$26.5K | 0.08% | 105 |
|
|
2024
Q1 | $525K | Sell |
16,403
-1,426
| -8% | -$45.6K | 0.08% | 109 |
|
|
2023
Q4 | $503K | Buy |
+17,829
| New | +$503K | 0.09% | 119 |
|