Atria Wealth Solutions’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Sell |
354,998
-179,956
| -34% | -$4.97M | 0.22% | 105 |
|
|
2025
Q1 | $14.7M | Buy |
534,954
+16,484
| +3% | +$452K | 0.18% | 124 |
|
|
2024
Q4 | $14.1M | Buy |
518,470
+101,945
| +24% | +$2.78M | 0.15% | 142 |
|
|
2024
Q3 | $11.6M | Buy |
416,525
+184,753
| +80% | +$5.14M | 0.13% | 172 |
|
|
2024
Q2 | $6.26M | Buy |
231,772
+3,454
| +2% | +$93.3K | 0.07% | 289 |
|
|
2024
Q1 | $6.2M | Buy |
228,318
+48,221
| +27% | +$1.31M | 0.07% | 288 |
|
|
2023
Q4 | $4.89M | Buy |
180,097
+171,788
| +2,067% | +$4.66M | 0.06% | 312 |
|
|
2023
Q3 | $212K | Buy |
+8,309
| New | +$212K | ﹤0.01% | 1654 |
|