Walkner Condon Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
18,880
-8,100
| -30% | -$259K | 0.11% | 136 |
|
|
2025
Q1 | $764K | Sell |
26,980
-2,600
| -9% | -$73.7K | 0.15% | 111 |
|
|
2024
Q4 | $864K | Buy |
29,580
+690
| +2% | +$20.2K | 0.18% | 105 |
|
|
2024
Q3 | $871K | Buy |
28,890
+15,440
| +115% | +$466K | 0.18% | 104 |
|
|
2024
Q2 | $396K | Buy |
13,450
+950
| +8% | +$28K | 0.09% | 168 |
|
|
2024
Q1 | $360K | Buy |
12,500
+495
| +4% | +$14.3K | 0.08% | 192 |
|
|
2023
Q4 | $309K | Sell |
12,005
-1,550
| -11% | -$39.9K | 0.07% | 208 |
|
|
2023
Q3 | $311K | Buy |
+13,555
| New | +$311K | 0.08% | 185 |
|