WR Wealth Planners’s Capital Group Core Equity ETF CGUS Stock Holding History

WR Wealth Planners’s Portfolio CGUS Stock Details CGUS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$547K	Sell
2024 Q3	$1.26M	Buy
2024 Q2	$1.07M	Buy
2024 Q1	$831K	Buy
2023 Q4	–	Sell
2023 Q3	$40K	Buy
2023 Q2	$27.9K	Buy
2023 Q1	$10.4K	Hold
2022 Q4	$9.84K	Buy