WR Wealth Planners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.41M	Sell	45,085 -80,005	-64%	-$2.5M	0.45%	33
2024 Q3	$3.88M	Sell	125,090 -902	-0.7%	-$28K	1.08%	18
2024 Q2	$3.75M	Sell	125,992 -955	-0.8%	-$28.4K	1.14%	18
2024 Q1	$3.7M	Buy	126,947 +75,383	+146%	+$2.19M	1.15%	18
2023 Q4	$1.41M	Buy	+51,564	New	+$1.41M	0.52%	39