WIM
Westside Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
108,068
+8,532
| +9% | +$285K | 0.67% | 36 |
|
|
2025
Q1 | $3.08M | Buy |
99,536
+12,340
| +14% | +$382K | 0.66% | 43 |
|
|
2024
Q4 | $2.73M | Buy |
87,196
+26,079
| +43% | +$815K | 0.57% | 45 |
|
|
2024
Q3 | $1.9M | Buy |
61,117
+17,187
| +39% | +$534K | 0.4% | 60 |
|
|
2024
Q2 | $1.31M | Buy |
43,930
+16,600
| +61% | +$494K | 0.3% | 87 |
|
|
2024
Q1 | $796K | Buy |
+27,330
| New | +$796K | 0.19% | 119 |
|