Wealthcare Advisory Partners’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 | $632K | Buy |
22,884
+978
| +4% | +$27K | 0.01% | 591 |
|
|
2025
Q1 | $598K | Buy |
21,906
+85
| +0.4% | +$2.32K | 0.02% | 555 |
|
|
2024
Q4 | $595K | Buy |
21,821
+252
| +1% | +$6.87K | 0.02% | 534 |
|
|
2024
Q3 | $600K | Buy |
21,569
+1,156
| +6% | +$32.2K | 0.02% | 529 |
|
|
2024
Q2 | $550K | Sell |
20,413
-15
| -0.1% | -$404 | 0.02% | 516 |
|
|
2024
Q1 | $552K | Sell |
20,428
-27
| -0.1% | -$730 | 0.02% | 520 |
|
|
2023
Q4 | $552K | Buy |
20,455
+649
| +3% | +$17.5K | 0.02% | 468 |
|
|
2023
Q3 | $506K | Buy |
19,806
+11,731
| +145% | +$299K | 0.02% | 429 |
|
|
2023
Q2 | $210K | Sell |
8,075
-1,000
| -11% | -$26.1K | 0.01% | 663 |
|
|
2023
Q1 | $239K | Buy |
+9,075
| New | +$239K | 0.01% | 646 |
|