A detailed history of Carson Advisory Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Carson Advisory Inc. holds 13,689 shares of CGCP stock, worth $313,067. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,689
Previous 8,959 52.8%
Holding current value
$313,067
Previous $201,000 53.23%
% of portfolio
0.21%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$21.92 - $22.56 $103,681 - $106,708
4,730 Added 52.8%
13,689 $308,000
Q1 2025

May 02, 2025

BUY
$21.94 - $22.64 $196,560 - $202,831
8,959 New
8,959 $201,000
Q3 2024

Nov 01, 2024

SELL
$22.12 - $23.31 $2,278 - $2,400
-103 Reduced 1.14%
8,959 $207,000
Q1 2024

May 03, 2024

BUY
$22.27 - $22.91 $201,810 - $207,610
9,062 New
9,062 $203,000

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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