Olistico Wealth’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 | $2.52M | Buy |
68,256
+12
| +0% | +$443 | 1.4% | 16 |
|
|
2025
Q1 | $2.28M | Sell |
68,244
-1
| -0% | -$33 | 1.41% | 16 |
|
|
2024
Q4 | $2.39M | Buy |
68,245
+25
| +0% | +$874 | 1.39% | 16 |
|
|
2024
Q3 | $2.34M | Buy |
68,220
+10
| +0% | +$343 | 1.43% | 17 |
|
|
2024
Q2 | $2.2M | Buy |
68,210
+10
| +0% | +$323 | 1.4% | 14 |
|
|
2024
Q1 | $2.13M | Hold |
68,200
| – | – | 1.53% | 14 |
|
|
2023
Q4 | $1.93M | Hold |
68,200
| – | – | 1.51% | 14 |
|
|
2023
Q3 | $1.71M | Hold |
68,200
| – | – | 1.53% | 13 |
|
|
2023
Q2 | $1.75M | Buy |
+68,200
| New | +$1.75M | 1.5% | 14 |
|