Sunbelt Securities’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 | $4.91M | Buy |
156,919
+461
| +0.3% | +$14.4K | 0.43% | 47 |
|
|
2025
Q1 | $4.85M | Sell |
156,458
-461
| -0.3% | -$14.3K | 0.43% | 46 |
|
|
2024
Q4 | $4.92M | Buy |
156,919
+2,303
| +1% | +$72.2K | 0.43% | 47 |
|
|
2024
Q3 | $4.8M | Sell |
154,616
-32,537
| -17% | -$1.01M | 0.47% | 49 |
|
|
2024
Q2 | $5.56M | Buy |
187,153
+15,978
| +9% | +$475K | 0.57% | 38 |
|
|
2024
Q1 | $4.98M | Buy |
171,175
+71,450
| +72% | +$2.08M | 0.56% | 39 |
|
|
2023
Q4 | $2.73M | Buy |
99,725
+92,961
| +1,374% | +$2.54M | 0.34% | 64 |
|
|
2023
Q3 | $169K | Buy |
+6,764
| New | +$169K | 0.02% | 524 |
|