Winch Advisory Services’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 | $20.5M | Buy |
741,436
+8,542
| +1% | +$236K | 5% | 7 |
|
|
2025
Q1 | $20M | Buy |
732,894
+13,651
| +2% | +$373K | 5.29% | 7 |
|
|
2024
Q4 | $19.6M | Buy |
719,243
+145,538
| +25% | +$3.97M | 5.1% | 5 |
|
|
2024
Q3 | $16M | Buy |
573,705
+6,449
| +1% | +$180K | 4.42% | 9 |
|
|
2024
Q2 | $15.3M | Buy |
567,256
+14,751
| +3% | +$397K | 4.37% | 9 |
|
|
2024
Q1 | $14.9M | Buy |
552,505
+267,257
| +94% | +$7.23M | 4.56% | 10 |
|
|
2023
Q4 | $7.7M | Buy |
285,248
+281,751
| +8,057% | +$7.6M | 2.55% | 13 |
|
|
2023
Q3 | $89K | Buy |
+3,497
| New | +$89K | 0.03% | 106 |
|