TWM
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Tradition Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Tradition Wealth Management’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,000
Closed -$102K – 512
2023
Q4 		$102K Hold
4,000
– – 0.01% 463
2023
Q3 		$100K Hold
4,000
– – 0.01% 437
2023
Q2 		$100K Buy
+4,000
New +$100K 0.01% 457