Wealth Enhancement Advisory 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 | $16.6M | Buy |
640,707
+173,808
| +37% | +$4.5M | 0.03% | 475 |
|
|
2025
Q1 | $12.1M | Buy |
466,899
+161,071
| +53% | +$4.16M | 0.02% | 527 |
|
|
2024
Q4 | $7.84M | Buy |
305,828
+189,953
| +164% | +$4.87M | 0.02% | 634 |
|
|
2024
Q3 | $3M | Buy |
115,875
+59,802
| +107% | +$1.55M | 0.01% | 893 |
|
|
2024
Q2 | $1.42M | Buy |
56,073
+38,937
| +227% | +$989K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $435K | Buy |
17,136
+195
| +1% | +$4.95K | ﹤0.01% | 1668 |
|
|
2023
Q4 | $431K | Buy |
+16,941
| New | +$431K | ﹤0.01% | 1603 |
|