New England Capital Financial 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 | $3.6M | Buy |
134,903
+11,870
| +10% | +$317K | 1.65% | 12 |
|
|
2025
Q1 | $3.3M | Sell |
123,033
-15,355
| -11% | -$412K | 1.68% | 13 |
|
|
2024
Q4 | $3.73M | Buy |
138,388
+8,378
| +6% | +$226K | 1.82% | 13 |
|
|
2024
Q3 | $3.57M | Buy |
130,010
+11,824
| +10% | +$325K | 1.85% | 12 |
|
|
2024
Q2 | $3.17M | Buy |
118,186
+7,390
| +7% | +$198K | 1.77% | 13 |
|
|
2024
Q1 | $2.99M | Buy |
110,796
+375
| +0.3% | +$10.1K | 1.69% | 13 |
|
|
2023
Q4 | $2.99M | Sell |
110,421
-55
| -0% | -$1.49K | 1.8% | 12 |
|
|
2023
Q3 | $2.84M | Buy |
110,476
+3,623
| +3% | +$93.1K | 1.96% | 11 |
|
|
2023
Q2 | $2.83M | Buy |
106,853
+10,999
| +11% | +$291K | 1.87% | 12 |
|
|
2023
Q1 | $2.56M | Buy |
95,854
+5,697
| +6% | +$152K | 1.81% | 12 |
|
|
2022
Q4 | $2.42M | Buy |
+90,157
| New | +$2.42M | 1.71% | 12 |
|