Lodestone Wealth Management LLC CGSD Holdings History
Lodestone Wealth Management LLC's Capital Group Short Duration Income ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 173,060.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $4.47 Mil. This investment constitutes 2.38% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.51% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2023Q1. And since then Lodestone Wealth Management LLC has made 8 purchases of CGSD, at an average price of $25.43, for a total of 220,655.00 shares. In addition, there have been 1 sales at an average price of $25.17 for 47,595.00 shares. Based on historical transaction data and CGSD's current price of $25.90, Lodestone Wealth Management LLC's estimated gain on his CGSD holdings is $68,378.67, reflecting a 1.22% gain to date.
Lodestone Wealth Management LLC CGSD ($25.90) Holding Chart
Lodestone Wealth Management LLC CGSD ($25.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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