WR Wealth Planners’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $547K | Sell |
15,652
-21,184
| -58% | -$741K | 0.18% | 88 |
|
|
2024
Q3 | $1.26M | Buy |
36,836
+3,519
| +11% | +$121K | 0.35% | 48 |
|
|
2024
Q2 | $1.07M | Buy |
33,317
+6,655
| +25% | +$215K | 0.33% | 48 |
|
|
2024
Q1 | $831K | Buy |
+26,662
| New | +$831K | 0.26% | 56 |
|
|
2023
Q4 | – | Sell |
-1,593
| Closed | -$40K | – | 289 |
|
|
2023
Q3 | $40K | Buy |
1,593
+505
| +46% | +$12.7K | 0.02% | 348 |
|
|
2023
Q2 | $27.9K | Buy |
1,088
+650
| +148% | +$16.7K | 0.01% | 391 |
|
|
2023
Q1 | $10.4K | Hold |
438
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $9.84K | Buy |
+438
| New | +$9.84K | 0.01% | 268 |
|