WR Wealth Planners’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.27M | Sell |
114,882
-148,205
| -56% | -$5.51M | 1.37% | 14 |
|
|
2024
Q3 | $9.15M | Sell |
263,087
-34,149
| -11% | -$1.19M | 2.55% | 7 |
|
|
2024
Q2 | $9.78M | Buy |
297,236
+16,606
| +6% | +$546K | 2.98% | 7 |
|
|
2024
Q1 | $8.98M | Buy |
280,630
+184,011
| +190% | +$5.89M | 2.79% | 7 |
|
|
2023
Q4 | $2.73M | Buy |
96,619
+70,348
| +268% | +$1.99M | 1.01% | 24 |
|
|
2023
Q3 | $644K | Buy |
26,271
+6,073
| +30% | +$149K | 0.25% | 65 |
|
|
2023
Q2 | $510K | Buy |
20,198
+4,310
| +27% | +$109K | 0.2% | 81 |
|
|
2023
Q1 | $357K | Buy |
15,888
+911
| +6% | +$20.5K | 0.15% | 108 |
|
|
2022
Q4 | $299K | Buy |
14,977
+1,783
| +14% | +$35.6K | 0.18% | 85 |
|
|
2022
Q3 | $257K | Buy |
13,194
+8,174
| +163% | +$160K | 0.18% | 88 |
|
|
2022
Q2 | $100K | Buy |
+5,020
| New | +$100K | 0.07% | 127 |
|