Lodestone Wealth Management’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
2023 Q4	–	Sell	-63,392	Closed	-$1.59M	–	143
2023 Q3	$1.59M	Buy	+63,392	New	+$1.59M	1.11%	33