Smallwood Wealth Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.17M | Buy |
111,941
+4,420
| +4% | +$125K | 2% | 10 |
|
|
2024
Q4 | $3.14M | Buy |
107,521
+1,173
| +1% | +$34.3K | 2.14% | 9 |
|
|
2024
Q3 | $3.21M | Buy |
106,348
+5,288
| +5% | +$159K | 2.29% | 9 |
|
|
2024
Q2 | $2.98M | Buy |
101,060
+3,410
| +3% | +$100K | 2.3% | 11 |
|
|
2024
Q1 | $2.81M | Buy |
97,650
+1,325
| +1% | +$38.2K | 2.18% | 12 |
|
|
2023
Q4 | $2.48M | Buy |
96,325
+5,329
| +6% | +$137K | 2.05% | 12 |
|
|
2023
Q3 | $2.09M | Buy |
90,996
+2,868
| +3% | +$65.7K | 1.9% | 13 |
|
|
2023
Q2 | $2.14M | Sell |
88,128
-3,199
| -4% | -$77.7K | 1.91% | 12 |
|
|
2023
Q1 | $2.11M | Buy |
91,327
+1,012
| +1% | +$23.3K | 1.99% | 13 |
|
|
2022
Q4 | $1.9M | Buy |
90,315
+42,344
| +88% | +$890K | 1.61% | 16 |
|
|
2022
Q3 | $897K | Buy |
+47,971
| New | +$897K | 0.81% | 27 |
|