WR Wealth Planners’s Capital Group Core Bond ETF CGCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$105K Sell
4,071
-4,152
-50% -$107K 0.03% 228
2024
Q3
$222K Sell
8,223
-11
-0.1% -$296 0.06% 167
2024
Q2
$213K Sell
8,234
-136
-2% -$3.51K 0.06% 162
2024
Q1
$218K Buy
+8,370
New +$218K 0.07% 159