Tempus Wealth Planning’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 Q4	–	Sell	-10,280	Closed	-$270K	–	251
2024 Q3	$270K	Buy	10,280 +1,402	+16%	+$36.8K	0.1%	186
2024 Q2	$229K	Buy	+8,878	New	+$229K	0.1%	179