MSWM
McGlone Suttner 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 | $1.78M | Buy |
66,596
+4,526
| +7% | +$121K | 0.27% | 39 |
|
|
2025
Q1 | $1.66M | Sell |
62,070
-991
| -2% | -$26.6K | 0.27% | 38 |
|
|
2024
Q4 | $1.7M | Buy |
63,061
+2,645
| +4% | +$71.2K | 0.28% | 41 |
|
|
2024
Q3 | $1.66M | Buy |
60,416
+51,766
| +598% | +$1.42M | 0.35% | 34 |
|
|
2024
Q2 | $234K | Sell |
8,650
-49,775
| -85% | -$1.35M | 0.05% | 140 |
|
|
2024
Q1 | $1.58M | Buy |
58,425
+49,775
| +575% | +$1.34M | 0.3% | 39 |
|
|
2023
Q4 | $234K | Buy |
+8,650
| New | +$234K | 0.05% | 140 |
|
|
2023
Q3 | – | Sell |
-8,500
| Closed | -$225K | – | 144 |
|
|
2023
Q2 | $225K | Buy |
+8,500
| New | +$225K | 0.05% | 137 |
|