Milestone Investment Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
22,976
-2,877
| -11% | -$79.5K | 0.17% | 57 |
|
|
2025
Q1 | $706K | Sell |
25,853
-1,430
| -5% | -$39K | 0.2% | 54 |
|
|
2024
Q4 | $744K | Buy |
27,283
+3,580
| +15% | +$97.7K | 0.2% | 54 |
|
|
2024
Q3 | $660K | Buy |
23,703
+2,193
| +10% | +$61.1K | 0.18% | 52 |
|
|
2024
Q2 | $579K | Buy |
21,510
+9,727
| +83% | +$262K | 0.15% | 54 |
|
|
2024
Q1 | $319K | Buy |
+11,783
| New | +$319K | 0.09% | 64 |
|