Patriot Financial Group Insurance Agency’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 | $2.97M | Buy |
107,461
+2,074
| +2% | +$57.3K | 0.34% | 72 |
|
|
2025
Q1 | $2.88M | Buy |
105,387
+13,173
| +14% | +$360K | 0.39% | 59 |
|
|
2024
Q4 | $2.52M | Buy |
92,214
+42,860
| +87% | +$1.17M | 0.34% | 66 |
|
|
2024
Q3 | $1.37M | Buy |
49,354
+14,816
| +43% | +$412K | 0.18% | 132 |
|
|
2024
Q2 | $930K | Buy |
34,538
+12,334
| +56% | +$332K | 0.14% | 169 |
|
|
2024
Q1 | $600K | Buy |
+22,204
| New | +$600K | 0.1% | 236 |
|