Western Wealth Management’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 | $1.15M | Buy |
44,348
+724
| +2% | +$18.8K | 0.07% | 245 |
|
2025
Q1 | $1.13M | Buy |
43,624
+1,825
| +4% | +$47.1K | 0.07% | 231 |
|
2024
Q4 | $1.07M | Buy |
41,799
+5,152
| +14% | +$132K | 0.07% | 234 |
|
2024
Q3 | $950K | Buy |
36,647
+8,074
| +28% | +$209K | 0.05% | 327 |
|
2024
Q2 | $726K | Buy |
28,573
+5,884
| +26% | +$150K | 0.05% | 285 |
|
2024
Q1 | $576K | Buy |
22,689
+11,928
| +111% | +$303K | 0.04% | 335 |
|
2023
Q4 | $274K | Buy |
+10,761
| New | +$274K | 0.02% | 575 |
|