Beta Wealth Group’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
88,511
-142,974
| -62% | -$3.73M | 0.85% | 33 |
|
|
2025
Q1 | $6.02M | Sell |
231,485
-460
| -0.2% | -$12K | 2.16% | 12 |
|
|
2024
Q4 | $6.02M | Buy |
231,945
+1,278
| +0.6% | +$33.2K | 2.66% | 11 |
|
|
2024
Q3 | $6.06M | Buy |
230,667
+42,435
| +23% | +$1.11M | 2.73% | 10 |
|
|
2024
Q2 | $4.85M | Buy |
188,232
+5,489
| +3% | +$141K | 2.3% | 12 |
|
|
2024
Q1 | $4.7M | Buy |
+182,743
| New | +$4.7M | 2.29% | 14 |
|