Western Wealth Management’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 | $3.91M | Sell |
105,829
-20,821
| -16% | -$769K | 0.23% | 89 |
|
|
2025
Q1 | $4.23M | Buy |
126,650
+48,630
| +62% | +$1.62M | 0.28% | 76 |
|
|
2024
Q4 | $2.73M | Sell |
78,020
-38,491
| -33% | -$1.35M | 0.18% | 111 |
|
|
2024
Q3 | $3.99M | Buy |
116,511
+98,901
| +562% | +$3.39M | 0.23% | 90 |
|
|
2024
Q2 | $568K | Buy |
+17,610
| New | +$568K | 0.04% | 335 |
|
|
2024
Q1 | – | Sell |
-8,870
| Closed | -$251K | – | 658 |
|
|
2023
Q4 | $251K | Buy |
8,870
+35
| +0.4% | +$991 | 0.02% | 600 |
|
|
2023
Q3 | $222K | Buy |
8,835
+70
| +0.8% | +$1.76K | 0.02% | 579 |
|
|
2023
Q2 | $225K | Buy |
8,765
+50
| +0.6% | +$1.28K | 0.02% | 588 |
|
|
2023
Q1 | $206K | Buy |
+8,715
| New | +$206K | 0.02% | 597 |
|