Laird Norton Wetherby Wealth Management’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
2024
Q2
Sell
-15,562
Closed -$421K 919
2024
Q1
$421K Buy
15,562
+5,862
+60% +$159K 0.02% 615
2023
Q4
$262K Buy
+9,700
New +$262K 0.01% 767