Pillar Wealth Advisors’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
2024
Q3
Sell
-12,915
Closed -$332K 15
2024
Q2
$332K Sell
12,915
-8,620
-40% -$222K 0.4% 46
2024
Q1
$554K Hold
21,535
0.42% 46
2023
Q4
$556K Buy
+21,535
New +$556K 0.43% 47