Patriot Financial Group Insurance Agency’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 | $427K | Buy |
15,993
+195
| +1% | +$5.21K | 0.05% | 339 |
|
|
2025
Q1 | $424K | Buy |
15,798
+1,230
| +8% | +$33K | 0.06% | 322 |
|
|
2024
Q4 | $392K | Buy |
14,568
+2,088
| +17% | +$56.2K | 0.05% | 324 |
|
|
2024
Q3 | $343K | Buy |
12,480
+1,275
| +11% | +$35K | 0.05% | 359 |
|
|
2024
Q2 | $301K | Buy |
11,205
+335
| +3% | +$9K | 0.04% | 369 |
|
|
2024
Q1 | $294K | Buy |
+10,870
| New | +$294K | 0.05% | 370 |
|