Lodestone 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 | $2.1M | Buy |
75,951
+609
| +0.8% | +$16.8K | 1.02% | 32 |
|
|
2025
Q1 | $2.06M | Buy |
75,342
+2,408
| +3% | +$65.7K | 1.09% | 31 |
|
|
2024
Q4 | $1.99M | Buy |
72,934
+9,341
| +15% | +$255K | 1% | 39 |
|
|
2024
Q3 | $1.77M | Buy |
63,593
+22,626
| +55% | +$630K | 0.89% | 40 |
|
|
2024
Q2 | $1.1M | Buy |
40,967
+467
| +1% | +$12.6K | 0.58% | 58 |
|
|
2024
Q1 | $1.1M | Buy |
40,500
+29,408
| +265% | +$795K | 0.57% | 58 |
|
|
2023
Q4 | $299K | Buy |
11,092
+595
| +6% | +$16.1K | 0.17% | 118 |
|
|
2023
Q3 | $268K | Buy |
10,497
+219
| +2% | +$5.59K | 0.19% | 110 |
|
|
2023
Q2 | $268K | Buy |
10,278
+1,224
| +14% | +$31.9K | 0.18% | 116 |
|
|
2023
Q1 | $238K | Buy |
+9,054
| New | +$238K | 0.18% | 120 |
|