Avantax Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
48,050
+3,378
| +8% | +$87.6K | 0.01% | 1023 |
|
|
2025
Q1 | $1.15M | Buy |
44,672
+5,269
| +13% | +$136K | 0.01% | 1012 |
|
|
2024
Q4 | $1.01M | Sell |
39,403
-27,480
| -41% | -$705K | 0.01% | 1034 |
|
|
2024
Q3 | $1.73M | Buy |
66,883
+2,472
| +4% | +$64K | 0.01% | 770 |
|
|
2024
Q2 | $1.64M | Buy |
64,411
+3,199
| +5% | +$81.3K | 0.01% | 744 |
|
|
2024
Q1 | $1.55M | Sell |
61,212
-6,576
| -10% | -$167K | 0.01% | 615 |
|
|
2023
Q4 | $1.73M | Sell |
67,788
-11,268
| -14% | -$287K | 0.02% | 546 |
|
|
2023
Q3 | $1.98M | Sell |
79,056
-43,589
| -36% | -$1.09M | 0.02% | 460 |
|
|
2023
Q2 | $3.08M | Sell |
122,645
-11,700
| -9% | -$294K | 0.04% | 349 |
|
|
2023
Q1 | $3.43M | Buy |
+134,345
| New | +$3.43M | 0.04% | 318 |
|