LifeGoal Wealth Advisors’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
$999K Sell
36,160
-105,969
-75% -$2.93M 0.95% 25
2025
Q1
$3.88M Buy
142,129
+60,357
+74% +$1.65M 4.19% 7
2024
Q4
$2.23M Buy
+81,772
New +$2.23M 2.42% 13