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 |
|