Steward Partners Investment Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $916K | Sell |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $155K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $390K | Buy |
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