WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $365K | Sell |
13,376
-12,313
| -48% | -$336K | 0.12% | 113 |
|
|
2024
Q3 | $715K | Buy |
25,689
+718
| +3% | +$20K | 0.2% | 81 |
|
|
2024
Q2 | $672K | Sell |
24,971
-478
| -2% | -$12.9K | 0.21% | 77 |
|
|
2024
Q1 | $688K | Buy |
+25,449
| New | +$688K | 0.21% | 68 |
|
|
2023
Q4 | – | Sell |
-2,834
| Closed | -$72.3K | – | 287 |
|
|
2023
Q3 | $72.3K | Hold |
2,834
| – | – | 0.03% | 278 |
|
|
2023
Q2 | $73.8K | Buy |
2,834
+560
| +25% | +$14.6K | 0.03% | 276 |
|
|
2023
Q1 | $59.9K | Hold |
2,274
| – | – | 0.03% | 294 |
|
|
2022
Q4 | $58.5K | Buy |
+2,274
| New | +$58.5K | 0.04% | 162 |
|