Commonwealth Equity Services’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 | $5.24M | Buy |
201,054
+59,419
| +42% | +$1.55M | 0.01% | 1303 |
|
|
2025
Q1 | $3.68M | Buy |
141,635
+29,980
| +27% | +$780K | 0.01% | 1488 |
|
|
2024
Q4 | $2.9M | Buy |
111,655
+19,469
| +21% | +$506K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $2.42M | Buy |
92,186
+22,995
| +33% | +$604K | ﹤0.01% | 1692 |
|
|
2024
Q2 | $1.78M | Buy |
69,191
+25,362
| +58% | +$653K | ﹤0.01% | 1867 |
|
|
2024
Q1 | $1.13M | Buy |
43,829
+7,314
| +20% | +$188K | ﹤0.01% | 2155 |
|
|
2023
Q4 | $943K | Buy |
+36,515
| New | +$943K | ﹤0.01% | 2217 |
|