SageView Advisory Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,300
Closed -$632K 552
2023
Q4
$632K Buy
23,300
+5,789
+33% +$157K 0.03% 343
2023
Q3
$447K Buy
17,511
+3,037
+21% +$77.5K 0.03% 345
2023
Q2
$377K Buy
+14,474
New +$377K 0.02% 400