SFWC
Strategic Family Wealth Counselors’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
275,852
+815
| +0.3% | +$33.1K | 3.19% | 6 |
|
|
2025
Q1 | $9.42M | Buy |
275,037
+5,318
| +2% | +$182K | 3.06% | 7 |
|
|
2024
Q4 | $10M | Buy |
269,719
+3,690
| +1% | +$137K | 3.26% | 7 |
|
|
2024
Q3 | $9.26M | Sell |
266,029
-4,738
| -2% | -$165K | 3.24% | 9 |
|
|
2024
Q2 | $8.91M | Buy |
270,767
+3,928
| +1% | +$129K | 3.39% | 6 |
|
|
2024
Q1 | $8.54M | Buy |
266,839
+4,283
| +2% | +$137K | 3.37% | 7 |
|
|
2023
Q4 | $7.41M | Buy |
262,556
+14,520
| +6% | +$410K | 3.11% | 9 |
|
|
2023
Q3 | $6.08M | Buy |
248,036
+3,136
| +1% | +$76.8K | 2.92% | 10 |
|
|
2023
Q2 | $6.18M | Buy |
244,900
+1,435
| +0.6% | +$36.2K | 2.84% | 13 |
|
|
2023
Q1 | $5.47M | Buy |
243,465
+81,345
| +50% | +$1.83M | 2.59% | 17 |
|
|
2022
Q4 | $3.23M | Buy |
+162,120
| New | +$3.23M | 1.6% | 23 |
|