Simplicity Wealth’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 | $985K | Buy |
26,662
+14,788
| +125% | +$546K | 0.04% | 331 |
|
|
2025
Q1 | $397K | Buy |
+11,874
| New | +$397K | 0.03% | 379 |
|
|
2024
Q4 | – | Sell |
-9,731
| Closed | -$334K | – | 364 |
|
|
2024
Q3 | $334K | Sell |
9,731
-67,126
| -87% | -$2.3M | 0.03% | 376 |
|
|
2024
Q2 | $2.48M | Buy |
76,857
+645
| +0.8% | +$20.8K | 0.06% | 319 |
|
|
2024
Q1 | $2.37M | Buy |
+76,212
| New | +$2.37M | 0.06% | 319 |
|