Stratos Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-60,200
| Closed | -$1.7M | – | 667 |
|
2023
Q4 | $1.7M | Buy |
60,200
+11,571
| +24% | +$327K | 0.1% | 242 |
|
2023
Q3 | $1.19M | Sell |
48,629
-5,625
| -10% | -$138K | 0.08% | 268 |
|
2023
Q2 | $1.37M | Buy |
54,254
+5,408
| +11% | +$136K | 0.1% | 242 |
|
2023
Q1 | $1.1M | Buy |
48,846
+5,113
| +12% | +$115K | 0.08% | 260 |
|
2022
Q4 | $872K | Buy |
+43,733
| New | +$872K | 0.07% | 304 |
|