WR Wealth Planners’s Capital Group Municipal Income ETF CGMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $97.9K | Sell |
3,637
-3,869
| -52% | -$104K | 0.03% | 234 |
|
|
2024
Q3 | $206K | Buy |
7,506
+193
| +3% | +$5.3K | 0.06% | 181 |
|
|
2024
Q2 | $196K | Buy |
7,313
+219
| +3% | +$5.88K | 0.06% | 173 |
|
|
2024
Q1 | $192K | Buy |
+7,094
| New | +$192K | 0.06% | 177 |
|
|
2023
Q4 | – | Sell |
-275
| Closed | -$7.07K | – | 288 |
|
|
2023
Q3 | $7.07K | Hold |
275
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $7.28K | Buy |
+275
| New | +$7.28K | ﹤0.01% | 623 |
|