WealthCare Investment 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 | $560K | Sell |
20,287
-579
| -3% | -$16K | 0.2% | 96 |
|
|
2025
Q1 | $556K | Sell |
20,866
-1,230
| -6% | -$32.8K | 0.24% | 80 |
|
|
2024
Q4 | $602K | Buy |
22,096
+354
| +2% | +$9.64K | 0.26% | 79 |
|
|
2024
Q3 | $600K | Buy |
21,742
+303
| +1% | +$8.37K | 0.26% | 76 |
|
|
2024
Q2 | $577K | Sell |
21,439
-461
| -2% | -$12.4K | 0.27% | 77 |
|
|
2024
Q1 | $592K | Buy |
21,900
+213
| +1% | +$5.76K | 0.29% | 72 |
|
|
2023
Q4 | $583K | Buy |
+21,687
| New | +$583K | 0.32% | 69 |
|