WR Wealth Planners’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	$29.4K	Sell	1,133 -1,524	-57%	-$39.6K	0.01%	396
2024 Q3	$69.8K	Buy	2,657 +284	+12%	+$7.46K	0.02%	296
2024 Q2	$61.1K	Buy	2,373 +849	+56%	+$21.9K	0.02%	304
2024 Q1	$39.2K	Buy	+1,524	New	+$39.2K	0.01%	366