Carolinas Wealth Consulting LLC Capital Group Core Plus Income Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 29,254 shares of CGCP stock, worth $647,683. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,254
Previous 26,179 11.75%
Holding current value
$647,683
Previous $581,000 16.35%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$22.12 - $23.31 $68,019 - $71,678
3,075 Added 11.75%
29,254 $676,000
Q2 2024

Aug 12, 2024
BUY
$21.83 - $22.48 $17,485 - $18,006
801 Added 3.16%
26,179 $581,000
Q1 2024

May 14, 2024
BUY
$22.27 - $22.91 $564,589 - $580,814
25,352 Added 97507.69%
25,378 $569,000
Q3 2023

Nov 14, 2023
BUY
$21.5 - $22.5 $21 - $22
1 Added 4.0%
26 $0
Q1 2023

May 15, 2023
BUY
$22.02 - $23.09 $550 - $577
25 New
25 $0

Others Institutions Holding CGCP

# of Institutions
211
Shares Held
111M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email