Seamount Financial Group’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 | $1.61M | Buy |
58,366
+2,260
| +4% | +$62.4K | 0.83% | 35 |
|
|
2025
Q1 | $1.53M | Buy |
56,106
+11,281
| +25% | +$308K | 1.04% | 25 |
|
|
2024
Q4 | $1.22M | Buy |
44,825
+26,986
| +151% | +$736K | 0.84% | 31 |
|
|
2024
Q3 | $497K | Buy |
17,839
+4,005
| +29% | +$111K | 0.37% | 62 |
|
|
2024
Q2 | $372K | Buy |
13,834
+2,223
| +19% | +$59.8K | 0.3% | 69 |
|
|
2024
Q1 | $314K | Buy |
11,611
+1,868
| +19% | +$50.5K | 0.28% | 73 |
|
|
2023
Q4 | $263K | Buy |
+9,743
| New | +$263K | 0.25% | 74 |
|