Rothschild Investment LLC’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
30,323
+1,350
| +5% | +$54.9K | 0.08% | 203 |
|
|
2025
Q1 | $992K | Buy |
28,973
+3,882
| +15% | +$133K | 0.07% | 226 |
|
|
2024
Q4 | $933K | Buy |
25,091
+8,862
| +55% | +$329K | 0.06% | 245 |
|
|
2024
Q3 | $565K | Buy |
16,229
+7,325
| +82% | +$255K | 0.04% | 324 |
|
|
2024
Q2 | $293K | Buy |
8,904
+3,279
| +58% | +$108K | 0.02% | 427 |
|
|
2024
Q1 | $180K | Buy |
5,625
+5,200
| +1,224% | +$166K | 0.01% | 483 |
|
|
2023
Q4 | $12K | Buy |
+425
| New | +$12K | ﹤0.01% | 963 |
|