Prospera Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
87,584
+26,094
| +42% | +$873K | 0.05% | 353 |
|
|
2025
Q1 | $1.91M | Buy |
61,490
+26,894
| +78% | +$833K | 0.04% | 398 |
|
|
2024
Q4 | $1.08M | Buy |
34,596
+9,565
| +38% | +$299K | 0.03% | 518 |
|
|
2024
Q3 | $777K | Buy |
25,031
+5,797
| +30% | +$180K | 0.02% | 578 |
|
|
2024
Q2 | $572K | Buy |
19,234
+5,553
| +41% | +$165K | 0.02% | 664 |
|
|
2024
Q1 | $398K | Buy |
+13,681
| New | +$398K | 0.01% | 783 |
|