Pillar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,215
| Closed | -$473K | – | 4 |
|
|
2024
Q3 | $473K | Sell |
17,215
-185,058
| -91% | -$5.08M | 14.13% | 2 |
|
|
2024
Q2 | $5.43M | Sell |
202,273
-170,247
| -46% | -$4.57M | 6.52% | 3 |
|
|
2024
Q1 | $10.1M | Sell |
372,520
-8,744
| -2% | -$236K | 7.6% | 2 |
|
|
2023
Q4 | $10.3M | Buy |
381,264
+13,476
| +4% | +$365K | 7.95% | 2 |
|
|
2023
Q3 | $9.45M | Buy |
367,788
+19,755
| +6% | +$508K | 8.18% | 2 |
|
|
2023
Q2 | $9.21M | Sell |
348,033
-32,921
| -9% | -$872K | 7.7% | 3 |
|
|
2023
Q1 | $10.2M | Buy |
380,954
+208,993
| +122% | +$5.58M | 10.13% | 2 |
|
|
2022
Q4 | $4.5M | Buy |
+171,961
| New | +$4.5M | 4.34% | 6 |
|