Sowell Financial Services’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 | $861K | Buy |
33,217
+17,581
| +112% | +$456K | 0.04% | 455 |
|
|
2025
Q1 | $404K | Buy |
15,636
+222
| +1% | +$5.73K | 0.02% | 650 |
|
|
2024
Q4 | $395K | Buy |
15,414
+1,264
| +9% | +$32.4K | 0.02% | 433 |
|
|
2024
Q3 | $367K | Sell |
14,150
-11,744
| -45% | -$305K | 0.02% | 481 |
|
|
2024
Q2 | $658K | Sell |
25,894
-1,852
| -7% | -$47.1K | 0.03% | 398 |
|
|
2024
Q1 | $707K | Buy |
27,746
+14,099
| +103% | +$359K | 0.03% | 400 |
|
|
2023
Q4 | $349K | Sell |
13,647
-1,808
| -12% | -$46.2K | 0.02% | 473 |
|
|
2023
Q3 | $388K | Buy |
+15,455
| New | +$388K | 0.02% | 435 |
|