Larson Financial Group’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 | $158K | Buy |
5,727
+3,106
| +119% | +$85.8K | 0.01% | 705 |
|
|
2025
Q1 | $71.6K | Hold |
2,621
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $71.5K | Buy |
2,621
+551
| +27% | +$15K | ﹤0.01% | 793 |
|
|
2024
Q3 | $57.6K | Hold |
2,070
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $55.7K | Hold |
2,070
| – | – | ﹤0.01% | 780 |
|
|
2024
Q1 | $56K | Hold |
2,070
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $55.9K | Hold |
2,070
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $52.8K | Hold |
2,070
| – | – | 0.01% | 597 |
|
|
2023
Q2 | $53.9K | Buy |
2,070
+950
| +85% | +$24.7K | 0.01% | 539 |
|
|
2023
Q1 | $29.5K | Buy |
+1,120
| New | +$29.5K | ﹤0.01% | 657 |
|