Sigma Planning Corp’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 | $525K | Sell |
19,002
-371
| -2% | -$10.2K | 0.02% | 761 |
|
|
2025
Q1 | $529K | Buy |
19,373
+3,637
| +23% | +$99.3K | 0.02% | 714 |
|
|
2024
Q4 | $429K | Sell |
15,736
-1,605
| -9% | -$43.8K | 0.01% | 794 |
|
|
2024
Q3 | $483K | Sell |
17,341
-19,685
| -53% | -$548K | 0.01% | 756 |
|
|
2024
Q2 | $997K | Sell |
37,026
-39,895
| -52% | -$1.07M | 0.03% | 489 |
|
|
2024
Q1 | $2.08M | Buy |
76,921
+50,346
| +189% | +$1.36M | 0.07% | 307 |
|
|
2023
Q4 | $717K | Sell |
26,575
-23,098
| -47% | -$623K | 0.06% | 345 |
|
|
2023
Q3 | $1.27M | Buy |
49,673
+33,194
| +201% | +$847K | 0.05% | 385 |
|
|
2023
Q2 | $429K | Buy |
+16,479
| New | +$429K | 0.02% | 793 |
|