PWA
Pillar Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,326
| Closed | -$285K | – | 3 |
|
|
2024
Q3 | $285K | Sell |
12,326
-1,000
| -8% | -$23.1K | 8.52% | 5 |
|
|
2024
Q2 | $296K | Sell |
13,326
-7,542
| -36% | -$168K | 0.36% | 49 |
|
|
2024
Q1 | $469K | Buy |
20,868
+13
| +0.1% | +$292 | 0.35% | 49 |
|
|
2023
Q4 | $473K | Buy |
20,855
+13
| +0.1% | +$295 | 0.36% | 51 |
|
|
2023
Q3 | $448K | Buy |
20,842
+12
| +0.1% | +$258 | 0.39% | 48 |
|
|
2023
Q2 | $464K | Buy |
20,830
+12
| +0.1% | +$267 | 0.39% | 49 |
|
|
2023
Q1 | $474K | Buy |
+20,818
| New | +$474K | 0.47% | 39 |
|