PWA
Pillar Wealth Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-41,980
| Closed | -$1.13M | – | 14 |
|
|
2024
Q2 | $1.13M | Sell |
41,980
-9,563
| -19% | -$257K | 1.36% | 18 |
|
|
2024
Q1 | $1.39M | Buy |
51,543
+649
| +1% | +$17.5K | 1.05% | 22 |
|
|
2023
Q4 | $1.37M | Buy |
50,894
+609
| +1% | +$16.4K | 1.06% | 22 |
|
|
2023
Q3 | $1.28M | Buy |
50,285
+584
| +1% | +$14.9K | 1.11% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
49,701
+616
| +1% | +$16K | 1.08% | 24 |
|
|
2023
Q1 | $1.29M | Buy |
+49,085
| New | +$1.29M | 1.29% | 17 |
|