Souders Financial Advisors’s Capital Group Municipal Income ETF CGMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.15M | Sell |
42,940
-940
| -2% | -$25.1K | 0.15% | 78 |
|
2025
Q1 | $1.18M | Sell |
43,880
-1,981
| -4% | -$53.1K | 0.16% | 85 |
|
2024
Q4 | $1.23M | Sell |
45,861
-1,819
| -4% | -$49K | 0.17% | 91 |
|
2024
Q3 | $1.31M | Buy |
47,680
+3,165
| +7% | +$86.9K | 0.18% | 85 |
|
2024
Q2 | $1.2M | Buy |
44,515
+6,326
| +17% | +$170K | 0.18% | 86 |
|
2024
Q1 | $1.03M | Buy |
38,189
+1,000
| +3% | +$27K | 0.16% | 88 |
|
2023
Q4 | $1.01M | Buy |
37,189
+10,614
| +40% | +$287K | 0.17% | 88 |
|
2023
Q3 | $683K | Buy |
26,575
+14,969
| +129% | +$385K | 0.13% | 104 |
|
2023
Q2 | $307K | Buy |
+11,606
| New | +$307K | 0.06% | 133 |
|