Von Berge Wealth Management Group’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 | $1.76M | Buy |
63,478
+19,478
| +44% | +$539K | 0.99% | 23 |
|
|
2025
Q1 | $1.19M | Buy |
44,000
+10,704
| +32% | +$290K | 0.77% | 28 |
|
|
2024
Q4 | $917K | Buy |
33,296
+5,111
| +18% | +$141K | 0.56% | 31 |
|
|
2024
Q3 | $770K | Buy |
28,185
+482
| +2% | +$13.2K | 0.48% | 33 |
|
|
2024
Q2 | $744K | Hold |
27,703
| – | – | 0.47% | 34 |
|
|
2024
Q1 | $749K | Hold |
27,703
| – | – | 0.48% | 33 |
|
|
2023
Q4 | $751K | Buy |
+27,703
| New | +$751K | 0.58% | 33 |
|