Northwest 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 | $913K | Buy |
34,222
+20,667
| +152% | +$552K | 1.27% | 22 |
|
|
2025
Q1 | $364K | Buy |
13,555
+720
| +6% | +$19.3K | 0.3% | 72 |
|
|
2024
Q4 | $346K | Buy |
12,835
+910
| +8% | +$24.5K | 0.29% | 77 |
|
|
2024
Q3 | $327K | Hold |
11,925
| – | – | 0.26% | 75 |
|
|
2024
Q2 | $320K | Hold |
11,925
| – | – | 0.33% | 69 |
|
|
2024
Q1 | $322K | Hold |
11,925
| – | – | 0.35% | 70 |
|
|
2023
Q4 | $323K | Buy |
+11,925
| New | +$323K | 0.27% | 61 |
|