MSWM
McGlone Suttner 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 | $458K | Sell |
16,579
-995
| -6% | -$27.5K | 0.07% | 124 |
|
|
2025
Q1 | $480K | Buy |
17,574
+7,011
| +66% | +$191K | 0.08% | 119 |
|
|
2024
Q4 | $288K | Buy |
10,563
+354
| +3% | +$9.66K | 0.05% | 140 |
|
|
2024
Q3 | $284K | Buy |
10,209
+1,820
| +22% | +$50.7K | 0.06% | 140 |
|
|
2024
Q2 | $226K | Sell |
8,389
-24
| -0.3% | -$648 | 0.05% | 145 |
|
|
2024
Q1 | $227K | Buy |
8,413
+24
| +0.3% | +$649 | 0.04% | 158 |
|
|
2023
Q4 | $226K | Buy |
8,389
+473
| +6% | +$12.8K | 0.04% | 145 |
|
|
2023
Q3 | $202K | Sell |
7,916
-19
| -0.2% | -$485 | 0.05% | 133 |
|
|
2023
Q2 | $207K | Buy |
+7,935
| New | +$207K | 0.05% | 144 |
|