Patriot Financial Group Insurance Agency’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 | $1.05M | Buy |
28,329
+2,418
| +9% | +$89.3K | 0.12% | 199 |
|
|
2025
Q1 | $865K | Buy |
25,911
+3,445
| +15% | +$115K | 0.12% | 205 |
|
|
2024
Q4 | $786K | Sell |
22,466
-27
| -0.1% | -$944 | 0.11% | 210 |
|
|
2024
Q3 | $771K | Buy |
22,493
+2,197
| +11% | +$75.3K | 0.1% | 214 |
|
|
2024
Q2 | $655K | Buy |
20,296
+2,849
| +16% | +$91.9K | 0.1% | 229 |
|
|
2024
Q1 | $544K | Buy |
17,447
+2,228
| +15% | +$69.4K | 0.09% | 258 |
|
|
2023
Q4 | $431K | Buy |
15,219
+3,754
| +33% | +$106K | 0.08% | 266 |
|
|
2023
Q3 | $288K | Buy |
11,465
+712
| +7% | +$17.9K | 0.06% | 329 |
|
|
2023
Q2 | $276K | Buy |
+10,753
| New | +$276K | 0.05% | 356 |
|