Total Clarity Wealth Management’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 | $2.91M | Buy |
105,399
+9,255
| +10% | +$256K | 0.83% | 34 |
|
|
2025
Q1 | $2.62M | Sell |
96,144
-1,240
| -1% | -$33.8K | 0.86% | 34 |
|
|
2024
Q4 | $2.66M | Sell |
97,384
-61,706
| -39% | -$1.68M | 0.86% | 34 |
|
|
2024
Q3 | $4.43M | Buy |
159,090
+27,058
| +20% | +$753K | 1.43% | 12 |
|
|
2024
Q2 | $3.55M | Buy |
132,032
+42,287
| +47% | +$1.14M | 1.23% | 16 |
|
|
2024
Q1 | $2.43M | Buy |
89,745
+38,903
| +77% | +$1.05M | 0.84% | 29 |
|
|
2023
Q4 | $1.37M | Buy |
50,842
+25,981
| +105% | +$701K | 0.56% | 51 |
|
|
2023
Q3 | $635K | Buy |
+24,861
| New | +$635K | 0.31% | 91 |
|