Souders Financial Advisors’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 | $9.19M | Buy |
332,556
+21,157
| +7% | +$584K | 1.17% | 25 |
|
|
2025
Q1 | $8.5M | Buy |
311,399
+32,094
| +11% | +$876K | 1.19% | 25 |
|
|
2024
Q4 | $7.62M | Buy |
279,305
+33,183
| +13% | +$905K | 1.06% | 26 |
|
|
2024
Q3 | $6.85M | Buy |
246,122
+29,534
| +14% | +$822K | 0.95% | 28 |
|
|
2024
Q2 | $5.83M | Buy |
216,588
+5,190
| +2% | +$140K | 0.88% | 33 |
|
|
2024
Q1 | $5.72M | Buy |
211,398
+18,975
| +10% | +$513K | 0.9% | 31 |
|
|
2023
Q4 | $5.19M | Buy |
192,423
+17,509
| +10% | +$473K | 0.89% | 33 |
|
|
2023
Q3 | $4.46M | Sell |
174,914
-455
| -0.3% | -$11.6K | 0.86% | 34 |
|
|
2023
Q2 | $4.57M | Buy |
175,369
+149,158
| +569% | +$3.89M | 0.87% | 33 |
|
|
2023
Q1 | $690K | Buy |
+26,211
| New | +$690K | 0.15% | 101 |
|