WR Wealth Planners’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $141K | Sell |
6,346
-6,625
| -51% | -$147K | 0.05% | 191 |
|
|
2024
Q3 | $300K | Buy |
12,971
+283
| +2% | +$6.54K | 0.08% | 146 |
|
|
2024
Q2 | $282K | Sell |
12,688
-3
| -0% | -$67 | 0.09% | 140 |
|
|
2024
Q1 | $285K | Buy |
+12,691
| New | +$285K | 0.09% | 138 |
|
|
2023
Q4 | – | Sell |
-9,477
| Closed | -$204K | – | 286 |
|
|
2023
Q3 | $204K | Sell |
9,477
-189
| -2% | -$4.06K | 0.08% | 166 |
|
|
2023
Q2 | $215K | Hold |
9,666
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $220K | Sell |
9,666
-150
| -2% | -$3.42K | 0.1% | 146 |
|
|
2022
Q4 | $219K | Buy |
9,816
+2,635
| +37% | +$58.7K | 0.13% | 108 |
|
|
2022
Q3 | $157K | Buy |
7,181
+5,418
| +307% | +$118K | 0.11% | 109 |
|
|
2022
Q2 | $41K | Buy |
+1,763
| New | +$41K | 0.03% | 187 |
|