SWM
SK Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
24,780
-731
| -3% | -$19.6K | 0.29% | 44 |
|
|
2025
Q1 | $671K | Buy |
25,511
+475
| +2% | +$12.5K | 0.36% | 41 |
|
|
2024
Q4 | $674K | Buy |
25,036
+215
| +0.9% | +$5.79K | 0.34% | 40 |
|
|
2024
Q3 | $667K | Buy |
+24,821
| New | +$667K | 0.34% | 38 |
|