Steward Partners Investment Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
51,829
+6,748
| +15% | +$226K | 0.01% | 758 |
|
|
2025
Q1 | $1.4M | Buy |
45,081
+17,265
| +62% | +$535K | 0.01% | 786 |
|
|
2024
Q4 | $870K | Buy |
27,816
+13,980
| +101% | +$437K | 0.01% | 927 |
|
|
2024
Q3 | $430K | Buy |
13,836
+8,407
| +155% | +$261K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $161K | Buy |
5,429
+480
| +10% | +$14.3K | ﹤0.01% | 1548 |
|
|
2024
Q1 | $144K | Buy |
+4,949
| New | +$144K | ﹤0.01% | 1584 |
|