Milestone Investment Advisors’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 | $770K | Buy |
28,848
+25,223
| +696% | +$673K | 0.2% | 55 |
|
|
2025
Q1 | $97.2K | Hold |
3,625
| – | – | 0.03% | 92 |
|
|
2024
Q4 | $97.6K | Hold |
3,625
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $99.5K | Sell |
3,625
-240
| -6% | -$6.59K | 0.03% | 92 |
|
|
2024
Q2 | $104K | Sell |
3,865
-4,603
| -54% | -$124K | 0.03% | 90 |
|
|
2024
Q1 | $229K | Buy |
8,468
+3,727
| +79% | +$101K | 0.06% | 70 |
|
|
2023
Q4 | $128K | Buy |
+4,741
| New | +$128K | 0.04% | 81 |
|