WR Wealth Planners’s Capital Group International Focus Equity ETF CGXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.2K | Sell |
1,669
-2,548
| -60% | -$62.9K | 0.01% | 339 |
|
|
2024
Q3 | $114K | Sell |
4,217
-293
| -6% | -$7.9K | 0.03% | 251 |
|
|
2024
Q2 | $116K | Buy |
4,510
+1,532
| +51% | +$39.4K | 0.04% | 226 |
|
|
2024
Q1 | $76.8K | Buy |
+2,978
| New | +$76.8K | 0.02% | 285 |
|
|
2023
Q4 | – | Sell |
-1,055
| Closed | -$22.9K | – | 290 |
|
|
2023
Q3 | $22.9K | Buy |
1,055
+200
| +23% | +$4.35K | 0.01% | 409 |
|
|
2023
Q2 | $20.1K | Buy |
855
+700
| +452% | +$16.5K | 0.01% | 433 |
|
|
2023
Q1 | $3.59K | Hold |
155
| – | – | ﹤0.01% | 725 |
|
|
2022
Q4 | $3.23K | Buy |
+155
| New | +$3.23K | ﹤0.01% | 366 |
|