Madison Wealth Partners’s Capital Group Municipal Income ETF CGMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
38,776
+8,947
| +30% | +$239K | 0.23% | 53 |
|
2025
Q1 | $800K | Sell |
29,829
-3,697
| -11% | -$99.2K | 0.2% | 58 |
|
2024
Q4 | $903K | Sell |
33,526
-1,180
| -3% | -$31.8K | 0.25% | 51 |
|
2024
Q3 | $953K | Sell |
34,706
-452
| -1% | -$12.4K | 0.28% | 52 |
|
2024
Q2 | $944K | Buy |
35,158
+1,411
| +4% | +$37.9K | 0.32% | 41 |
|
2024
Q1 | $912K | Sell |
33,747
-178
| -0.5% | -$4.81K | 0.33% | 37 |
|
2023
Q4 | $919K | Sell |
33,925
-1,860
| -5% | -$50.4K | 0.36% | 36 |
|
2023
Q3 | $920K | Buy |
35,785
+11,043
| +45% | +$284K | 0.47% | 29 |
|
2023
Q2 | $655K | Buy |
24,742
+4,265
| +21% | +$113K | 0.31% | 38 |
|
2023
Q1 | $546K | Buy |
+20,477
| New | +$546K | 0.28% | 41 |
|