Sard Wealth Management Group’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 | $512K | Sell |
12,600
-29
| -0.2% | -$1.18K | 0.32% | 29 |
|
|
2025
Q1 | $433K | Hold |
12,629
| – | – | 0.29% | 27 |
|
|
2024
Q4 | $469K | Buy |
12,629
+21
| +0.2% | +$781 | 0.32% | 26 |
|
|
2024
Q3 | $439K | Buy |
12,608
+22
| +0.2% | +$765 | 0.29% | 27 |
|
|
2024
Q2 | $414K | Hold |
12,586
| – | – | 0.29% | 27 |
|
|
2024
Q1 | $403K | Sell |
12,586
-1,048
| -8% | -$33.5K | 0.36% | 27 |
|
|
2023
Q4 | $385K | Buy |
+13,634
| New | +$385K | 0.39% | 27 |
|