Octavia Wealth Advisors’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
Q2 | $438K | Buy |
11,835
+236
| +2% | +$8.74K | 0.05% | 128 |
|
|
2025
Q1 | $388K | Sell |
11,599
-166
| -1% | -$5.56K | 0.05% | 143 |
|
|
2024
Q4 | $411K | Buy |
11,765
+17
| +0.1% | +$594 | 0.05% | 130 |
|
|
2024
Q3 | $404K | Buy |
11,748
+82
| +0.7% | +$2.82K | 0.05% | 141 |
|
|
2024
Q2 | $377K | Buy |
11,666
+811
| +7% | +$26.2K | 0.05% | 149 |
|
|
2024
Q1 | $339K | Sell |
10,855
-315
| -3% | -$9.84K | 0.05% | 158 |
|
|
2023
Q4 | $316K | Buy |
+11,170
| New | +$316K | 0.06% | 170 |
|