Taylor Financial Group’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 | $3.49M | Buy |
104,370
+10,385
| +11% | +$347K | 2.18% | 10 |
|
|
2025
Q1 | $2.91M | Buy |
93,985
+8,238
| +10% | +$255K | 2.03% | 10 |
|
|
2024
Q4 | $2.68M | Buy |
85,747
+5,711
| +7% | +$179K | 1.86% | 10 |
|
|
2024
Q3 | $2.49M | Buy |
80,036
+8,412
| +12% | +$261K | 1.72% | 12 |
|
|
2024
Q2 | $2.13M | Buy |
71,624
+6,226
| +10% | +$185K | 1.64% | 13 |
|
|
2024
Q1 | $1.9M | Buy |
65,398
+2,444
| +4% | +$71.1K | 1.45% | 14 |
|
|
2023
Q4 | $1.72M | Buy |
+62,954
| New | +$1.72M | 1.42% | 16 |
|