SFC
Swisher Financial Concepts’s Capital Group Core Equity ETF CGUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Sell |
25,081
-4,101
| -14% | -$151K | 0.6% | 30 |
|
|
2025
Q1 | $975K | Buy |
29,182
+17,552
| +151% | +$586K | 0.81% | 22 |
|
|
2024
Q4 | $407K | Sell |
11,630
-24,588
| -68% | -$860K | 0.48% | 35 |
|
|
2024
Q3 | $1.23M | Buy |
36,218
+5,527
| +18% | +$187K | 0.77% | 22 |
|
|
2024
Q2 | $997K | Buy |
30,691
+8,467
| +38% | +$275K | 1.01% | 17 |
|
|
2024
Q1 | $686K | Buy |
22,224
+4,312
| +24% | +$133K | 0.6% | 26 |
|
|
2023
Q4 | $504K | Buy |
+17,912
| New | +$504K | 0.49% | 35 |
|