WR Wealth Planners’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
2024 Q4	$93.9K	Sell	3,663 -1,856	-34%	-$47.6K	0.03%	239
2024 Q3	$143K	Buy	5,519 +148	+3%	+$3.84K	0.04%	228
2024 Q2	$136K	Sell	5,371 -175	-3%	-$4.45K	0.04%	217
2024 Q1	$141K	Buy	+5,546	New	+$141K	0.04%	216