Tempus Wealth Planning’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
55,855
+2,453
| +5% | +$90.6K | 0.51% | 52 |
|
|
2025
Q1 | $1.78M | Buy |
53,402
+9,359
| +21% | +$313K | 0.53% | 52 |
|
|
2024
Q4 | $1.54M | Buy |
44,043
+6,751
| +18% | +$236K | 0.47% | 56 |
|
|
2024
Q3 | $1.28M | Buy |
37,292
+8,895
| +31% | +$305K | 0.47% | 57 |
|
|
2024
Q2 | $916K | Buy |
28,397
+10,606
| +60% | +$342K | 0.38% | 73 |
|
|
2024
Q1 | $554K | Buy |
17,791
+9,275
| +109% | +$289K | 0.24% | 106 |
|
|
2023
Q4 | $241K | Buy |
+8,516
| New | +$241K | 0.11% | 166 |
|