SWM
Silverlake Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
69,164
+581
| +0.8% | +$18.6K | 0.64% | 33 |
|
|
2025
Q1 | $1.94M | Sell |
68,583
-1,024
| -1% | -$29K | 0.73% | 38 |
|
|
2024
Q4 | $2.03M | Sell |
69,607
-1,737
| -2% | -$50.8K | 0.78% | 31 |
|
|
2024
Q3 | $2.15M | Buy |
71,344
+1,863
| +3% | +$56.2K | 0.81% | 24 |
|
|
2024
Q2 | $2.05M | Buy |
69,481
+9,699
| +16% | +$286K | 0.84% | 23 |
|
|
2024
Q1 | $1.72M | Buy |
59,782
+26,081
| +77% | +$751K | 0.88% | 25 |
|
|
2023
Q4 | $867K | Buy |
33,701
+2,517
| +8% | +$64.8K | 0.48% | 54 |
|
|
2023
Q3 | $715K | Buy |
31,184
+2,069
| +7% | +$47.4K | 0.4% | 63 |
|
|
2023
Q2 | $707K | Buy |
29,115
+4,625
| +19% | +$112K | 0.39% | 66 |
|
|
2023
Q1 | $565K | Buy |
24,490
+2,596
| +12% | +$59.9K | 0.34% | 69 |
|
|
2022
Q4 | $460K | Buy |
21,894
+816
| +4% | +$17.1K | 0.29% | 82 |
|
|
2022
Q3 | $394K | Buy |
21,078
+41
| +0.2% | +$767 | 0.27% | 95 |
|
|
2022
Q2 | $422K | Buy |
+21,037
| New | +$422K | 0.28% | 95 |
|