Kingsview Wealth Management’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 | $6.95M | Buy |
251,692
+41,769
| +20% | +$1.15M | 0.12% | 187 |
|
|
2025
Q1 | $5.73M | Buy |
209,923
+55,350
| +36% | +$1.51M | 0.11% | 194 |
|
|
2024
Q4 | $4.22M | Buy |
154,573
+17,612
| +13% | +$480K | 0.08% | 227 |
|
|
2024
Q3 | $3.81M | Buy |
136,961
+94,550
| +223% | +$2.63M | 0.08% | 239 |
|
|
2024
Q2 | $1.14M | Buy |
42,411
+26,603
| +168% | +$716K | 0.03% | 472 |
|
|
2024
Q1 | $427K | Buy |
15,808
+5,388
| +52% | +$146K | 0.01% | 705 |
|
|
2023
Q4 | $281K | Buy |
10,420
+2,207
| +27% | +$59.6K | 0.01% | 790 |
|
|
2023
Q3 | $210K | Buy |
8,213
+14
| +0.2% | +$357 | 0.01% | 873 |
|
|
2023
Q2 | $214K | Buy |
+8,199
| New | +$214K | 0.01% | 838 |
|