Tradition 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 | $315K | Sell |
11,400
-100
| -0.9% | -$2.76K | 0.03% | 340 |
|
|
2025
Q1 | $314K | Hold |
11,500
| – | – | 0.03% | 325 |
|
|
2024
Q4 | $314K | Hold |
11,500
| – | – | 0.03% | 317 |
|
|
2024
Q3 | $320K | Sell |
11,500
-2,250
| -16% | -$62.6K | 0.03% | 312 |
|
|
2024
Q2 | $370K | Hold |
13,750
| – | – | 0.04% | 280 |
|
|
2024
Q1 | $372K | Sell |
13,750
-250
| -2% | -$6.76K | 0.04% | 265 |
|
|
2023
Q4 | $378K | Buy |
14,000
+1,000
| +8% | +$27K | 0.04% | 243 |
|
|
2023
Q3 | $332K | Hold |
13,000
| – | – | 0.04% | 236 |
|
|
2023
Q2 | $339K | Buy |
13,000
+12,750
| +5,100% | +$332K | 0.04% | 229 |
|
|
2023
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1069 |
|