EverSource Wealth Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
31,620
-18,768
| -37% | -$501K | 0.04% | 318 |
|
|
2025
Q1 | $1.35M | Buy |
50,388
+22,355
| +80% | +$600K | 0.07% | 202 |
|
|
2024
Q4 | $755K | Buy |
28,033
+4,508
| +19% | +$121K | 0.04% | 292 |
|
|
2024
Q3 | $646K | Buy |
23,525
+19,134
| +436% | +$525K | 0.04% | 287 |
|
|
2024
Q2 | $119K | Buy |
+4,391
| New | +$119K | 0.01% | 727 |
|