OneDigital Investment 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 | $1.2M | Sell |
32,528
-14,726
| -31% | -$544K | 0.01% | 576 |
|
|
2025
Q1 | $1.58M | Sell |
47,254
-31
| -0.1% | -$1.04K | 0.02% | 464 |
|
|
2024
Q4 | $1.65M | Buy |
47,285
+1,966
| +4% | +$68.8K | 0.02% | 468 |
|
|
2024
Q3 | $1.55M | Sell |
45,319
-2,634
| -5% | -$90.3K | 0.02% | 515 |
|
|
2024
Q2 | $1.55M | Buy |
47,953
+11,834
| +33% | +$382K | 0.02% | 483 |
|
|
2024
Q1 | $1.13M | Buy |
36,119
+1,066
| +3% | +$33.2K | 0.02% | 471 |
|
|
2023
Q4 | $992K | Buy |
35,053
+3,864
| +12% | +$109K | 0.02% | 481 |
|
|
2023
Q3 | $783K | Buy |
31,189
+7,641
| +32% | +$192K | 0.02% | 493 |
|
|
2023
Q2 | $605K | Buy |
+23,548
| New | +$605K | 0.01% | 571 |
|