WR Wealth Planners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$879K Sell
30,094
-46,867
-61% -$1.37M 0.28% 52
2024
Q3
$2.32M Sell
76,961
-13,169
-15% -$397K 0.65% 26
2024
Q2
$2.65M Buy
90,130
+9,890
+12% +$291K 0.81% 22
2024
Q1
$2.31M Buy
80,240
+61,751
+334% +$1.78M 0.72% 24
2023
Q4
$476K Buy
18,489
+14,124
+324% +$363K 0.18% 105
2023
Q3
$100K Buy
4,365
+1,394
+47% +$32K 0.04% 233
2023
Q2
$72.2K Hold
2,971
0.03% 280
2023
Q1
$68.5K Hold
2,971
0.03% 277
2022
Q4
$62.4K Buy
2,971
+910
+44% +$19.1K 0.04% 157
2022
Q3
$38.5K Buy
+2,061
New +$38.5K 0.03% 177