Landmark Wealth Management (New York)’s Capital Group Municipal Income ETF CGMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
98,745
-15,197
| -13% | -$406K | 1.12% | 23 |
|
|
2025
Q1 | $3.06M | Buy |
113,942
+12,020
| +12% | +$322K | 1.35% | 22 |
|
|
2024
Q4 | $2.74M | Buy |
101,922
+9,797
| +11% | +$264K | 1.22% | 26 |
|
|
2024
Q3 | $2.53M | Buy |
92,125
+6,397
| +7% | +$176K | 1.1% | 27 |
|
|
2024
Q2 | $2.3M | Buy |
85,728
+5,575
| +7% | +$150K | 1.79% | 17 |
|
|
2024
Q1 | $2.17M | Buy |
80,153
+11,361
| +17% | +$307K | 1% | 27 |
|
|
2023
Q4 | $1.86M | Buy |
+68,792
| New | +$1.86M | 0.92% | 30 |
|