SFC
Swisher Financial Concepts’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Sell |
220,873
-5,873
| -3% | -$162K | 3.94% | 8 |
|
|
2025
Q1 | $6.19M | Buy |
226,746
+128,929
| +132% | +$3.52M | 5.12% | 5 |
|
|
2024
Q4 | $2.67M | Sell |
97,817
-59,144
| -38% | -$1.61M | 3.14% | 12 |
|
|
2024
Q3 | $4.36M | Buy |
156,961
+17,920
| +13% | +$498K | 2.75% | 13 |
|
|
2024
Q2 | $3.75M | Buy |
139,041
+7,536
| +6% | +$203K | 3.8% | 10 |
|
|
2024
Q1 | $3.52M | Buy |
131,505
+41,987
| +47% | +$1.12M | 3.06% | 13 |
|
|
2023
Q4 | $2.41M | Buy |
+89,518
| New | +$2.41M | 2.32% | 15 |
|