OWA
ORBA Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.33M | Sell |
104,026
-68,706
| -40% | -$2.2M | 3.03% | 10 |
|
2025
Q1 | $4.89M | Sell |
172,732
-165
| -0.1% | -$4.67K | 2.47% | 12 |
|
2024
Q4 | $5.05M | Sell |
172,897
-7,286
| -4% | -$213K | 2.64% | 9 |
|
2024
Q3 | $5.43M | Buy |
180,183
+2,118
| +1% | +$63.9K | 2.75% | 11 |
|
2024
Q2 | $5.24M | Buy |
178,065
+1,050
| +0.6% | +$30.9K | 2.71% | 11 |
|
2024
Q1 | $5.1M | Buy |
177,015
+1,080
| +0.6% | +$31.1K | 2.82% | 11 |
|
2023
Q4 | $4.53M | Buy |
+175,935
| New | +$4.53M | 2.71% | 12 |
|