OWA
ORBA 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 | $619K | Hold |
15,230
| – | – | 0.56% | 42 |
|
|
2025
Q1 | $522K | Hold |
15,230
| – | – | 0.26% | 64 |
|
|
2024
Q4 | $566K | Hold |
15,230
| – | – | 0.3% | 58 |
|
|
2024
Q3 | $530K | Hold |
15,230
| – | – | 0.27% | 62 |
|
|
2024
Q2 | $501K | Buy |
15,230
+1,577
| +12% | +$51.9K | 0.26% | 62 |
|
|
2024
Q1 | $437K | Buy |
13,653
+182
| +1% | +$5.82K | 0.24% | 65 |
|
|
2023
Q4 | $380K | Buy |
+13,471
| New | +$380K | 0.23% | 65 |
|