Winch Advisory Services’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 | $43.9K | Buy |
1,188
+2
| +0.2% | +$74 | 0.01% | 170 |
|
|
2025
Q1 | $39.6K | Hold |
1,186
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $41.5K | Buy |
1,186
+5
| +0.4% | +$175 | 0.01% | 168 |
|
|
2024
Q3 | $40.5K | Buy |
1,181
+1
| +0.1% | +$34 | 0.01% | 172 |
|
|
2024
Q2 | $38K | Buy |
1,180
+2
| +0.2% | +$64 | 0.01% | 165 |
|
|
2024
Q1 | $36.7K | Hold |
1,178
| – | – | 0.01% | 169 |
|
|
2023
Q4 | $33.3K | Buy |
1,178
+748
| +174% | +$21.2K | 0.01% | 172 |
|
|
2023
Q3 | $11K | Hold |
430
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $11K | Hold |
430
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $10K | Buy |
+430
| New | +$10K | ﹤0.01% | 249 |
|