Daymark Wealth Partners’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
2024
Q2
Sell
-9,104
Closed -$231K 503
2024
Q1
$231K Hold
9,104
0.01% 389
2023
Q4
$232K Sell
9,104
-7,668
-46% -$195K 0.01% 361
2023
Q3
$420K Buy
+16,772
New +$420K 0.03% 258