WESPAC Advisors’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 | $890K | Buy |
32,239
+4,330
| +16% | +$120K | 0.62% | 63 |
|
|
2025
Q1 | $762K | Buy |
27,909
+6,237
| +29% | +$170K | 0.62% | 65 |
|
|
2024
Q4 | $591K | Sell |
21,672
-569
| -3% | -$15.5K | 0.44% | 90 |
|
|
2024
Q3 | $619K | Buy |
22,241
+1,775
| +9% | +$49.4K | 0.46% | 79 |
|
|
2024
Q2 | $551K | Sell |
20,466
-53
| -0.3% | -$1.43K | 0.43% | 83 |
|
|
2024
Q1 | $555K | Buy |
20,519
+12,513
| +156% | +$338K | 0.32% | 101 |
|
|
2023
Q4 | $216K | Buy |
+8,006
| New | +$216K | 0.15% | 138 |
|