Souders Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
398,518
+33,415
| +9% | +$867K | 1.32% | 22 |
|
|
2025
Q1 | $9.42M | Buy |
365,103
+51,768
| +17% | +$1.34M | 1.32% | 21 |
|
|
2024
Q4 | $8.03M | Buy |
313,335
+44,628
| +17% | +$1.14M | 1.12% | 24 |
|
|
2024
Q3 | $6.96M | Buy |
268,707
+31,468
| +13% | +$815K | 0.97% | 27 |
|
|
2024
Q2 | $6.03M | Buy |
237,239
+7,199
| +3% | +$183K | 0.91% | 30 |
|
|
2024
Q1 | $5.84M | Buy |
230,040
+24,555
| +12% | +$624K | 0.92% | 30 |
|
|
2023
Q4 | $5.23M | Buy |
205,485
+22,450
| +12% | +$571K | 0.9% | 30 |
|
|
2023
Q3 | $4.58M | Sell |
183,035
-195
| -0.1% | -$4.88K | 0.88% | 33 |
|
|
2023
Q2 | $4.6M | Buy |
183,230
+87,017
| +90% | +$2.18M | 0.88% | 32 |
|
|
2023
Q1 | $2.46M | Buy |
96,213
+23,193
| +32% | +$592K | 0.52% | 63 |
|
|
2022
Q4 | $1.85M | Buy |
+73,020
| New | +$1.85M | 0.42% | 66 |
|