EverSource Wealth Advisors’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
61,716
+20,404
| +49% | +$532K | 0.07% | 189 |
|
|
2025
Q1 | $1.07M | Sell |
41,312
-153
| -0.4% | -$3.98K | 0.06% | 227 |
|
|
2024
Q4 | $1.08M | Sell |
41,465
-1,796
| -4% | -$46.6K | 0.06% | 234 |
|
|
2024
Q3 | $1.14M | Buy |
43,261
+6,458
| +18% | +$170K | 0.07% | 198 |
|
|
2024
Q2 | $958K | Buy |
+36,803
| New | +$958K | 0.06% | 219 |
|