WR Wealth Planners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

WR Wealth Planners’s Portfolio CGMS Stock Details CGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$365K	Sell
2024 Q3	$715K	Buy
2024 Q2	$672K	Sell
2024 Q1	$688K	Buy
2023 Q4	–	Sell
2023 Q3	$72.3K	Hold
2023 Q2	$73.8K	Buy
2023 Q1	$59.9K	Hold
2022 Q4	$58.5K	Buy