CIA
Concurrent Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
188,553
+33,459
| +22% | +$924K | 0.1% | 211 |
|
|
2025
Q1 | $4.23M | Sell |
155,094
-1,017
| -0.7% | -$27.8K | 0.1% | 218 |
|
|
2024
Q4 | $4.26M | Sell |
156,111
-11,485
| -7% | -$313K | 0.11% | 180 |
|
|
2024
Q3 | $4.67M | Sell |
167,596
-1,139
| -0.7% | -$31.7K | 0.14% | 154 |
|
|
2024
Q2 | $4.54M | Buy |
+168,735
| New | +$4.54M | 0.15% | 148 |
|