LWM
LongView Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
84,352
+17,646
| +26% | +$487K | 0.71% | 36 |
|
|
2025
Q1 | $1.82M | Buy |
66,706
+12,084
| +22% | +$330K | 0.55% | 45 |
|
|
2024
Q4 | $1.49M | Buy |
54,622
+26,445
| +94% | +$721K | 0.45% | 48 |
|
|
2024
Q3 | $784K | Buy |
28,177
+17,590
| +166% | +$490K | 0.25% | 80 |
|
|
2024
Q2 | $285K | Buy |
10,587
+1,991
| +23% | +$53.6K | 0.11% | 153 |
|
|
2024
Q1 | $232K | Buy |
+8,596
| New | +$232K | 0.09% | 160 |
|