WR Wealth Planners’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.27M | Sell |
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|
2024
Q3 | $9.15M | Sell |
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|
2024
Q2 | $9.78M | Buy |
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|
2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $100K | Buy |
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