SWMG
Signature Wealth Management Group’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
16,339
+367
| +2% | +$14.9K | 0.26% | 77 |
|
|
2025
Q1 | $547K | Sell |
15,972
-664
| -4% | -$22.7K | 0.21% | 86 |
|
|
2024
Q4 | $618K | Buy |
16,636
+43
| +0.3% | +$1.6K | 0.25% | 81 |
|
|
2024
Q3 | $577K | Sell |
16,593
-409
| -2% | -$14.2K | 0.23% | 80 |
|
|
2024
Q2 | $559K | Sell |
17,002
-123
| -0.7% | -$4.05K | 0.24% | 81 |
|
|
2024
Q1 | $514K | Sell |
17,125
-220
| -1% | -$6.61K | 0.23% | 82 |
|
|
2023
Q4 | $490K | Buy |
+17,345
| New | +$490K | 0.23% | 82 |
|
|
2023
Q2 | $544K | Sell |
21,566
-272
| -1% | -$6.86K | 0.25% | 80 |
|
|
2023
Q1 | $490K | Sell |
21,838
-573
| -3% | -$12.9K | 0.23% | 80 |
|
|
2022
Q4 | $447K | Buy |
22,411
+6,436
| +40% | +$128K | 0.22% | 76 |
|
|
2022
Q3 | $312K | Sell |
15,975
-814
| -5% | -$15.9K | 0.16% | 79 |
|
|
2022
Q2 | $335K | Buy |
+16,789
| New | +$335K | 0.16% | 76 |
|