Sowell Financial Services’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 | $1.63M | Buy |
44,258
+4,317
| +11% | +$159K | 0.07% | 304 |
|
|
2025
Q1 | $1.33M | Buy |
39,941
+910
| +2% | +$30.4K | 0.06% | 318 |
|
|
2024
Q4 | $1.36M | Sell |
39,031
-5,507
| -12% | -$193K | 0.07% | 265 |
|
|
2024
Q3 | $1.53M | Sell |
44,538
-1,202
| -3% | -$41.3K | 0.07% | 277 |
|
|
2024
Q2 | $1.48M | Sell |
45,740
-15
| -0% | -$485 | 0.07% | 276 |
|
|
2024
Q1 | $1.43M | Buy |
+45,755
| New | +$1.43M | 0.07% | 286 |
|