LWM
Lodestone Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
11,389
-41
| -0.4% | -$1.09K | 0.15% | 133 |
|
|
2025
Q1 | $307K | Sell |
11,430
-407
| -3% | -$10.9K | 0.16% | 120 |
|
|
2024
Q4 | $319K | Sell |
11,837
-322
| -3% | -$8.67K | 0.16% | 113 |
|
|
2024
Q3 | $334K | Buy |
12,159
+1,507
| +14% | +$41.4K | 0.17% | 111 |
|
|
2024
Q2 | $286K | Sell |
10,652
-1,607
| -13% | -$43.1K | 0.15% | 124 |
|
|
2024
Q1 | $331K | Buy |
+12,259
| New | +$331K | 0.17% | 118 |
|