Rothschild Investment LLC’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 | $670K | Buy |
18,139
+1,251
| +7% | +$46.2K | 0.04% | 282 |
|
|
2025
Q1 | $564K | Hold |
16,888
| – | – | 0.04% | 313 |
|
|
2024
Q4 | $591K | Buy |
16,888
+1
| +0% | +$35 | 0.04% | 310 |
|
|
2024
Q3 | $579K | Hold |
16,887
| – | – | 0.04% | 319 |
|
|
2024
Q2 | $545K | Hold |
16,887
| – | – | 0.04% | 315 |
|
|
2024
Q1 | $526K | Buy |
16,887
+1
| +0% | +$31 | 0.04% | 316 |
|
|
2023
Q4 | $478K | Buy |
+16,886
| New | +$478K | 0.04% | 281 |
|