Smallwood Wealth Investment Management, LLC Capital Group Global Growth Eq Transaction History

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 106,348 shares of CGGO stock, worth $3.16 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
106,348
Previous 101,060 5.23%
Holding current value
$3.16 Million
Previous $2.98 Million 7.76%
% of portfolio
2.34%
Previous 2.35%

Shares

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

Oct 16, 2024
BUY
$27.25 - $30.52 $144,098 - $161,389
5,288 Added 5.23%
106,348 $3.21 Million
Q2 2024

Jul 26, 2024
BUY
$27.26 - $30.04 $92,956 - $102,436
3,410 Added 3.49%
101,060 $2.98 Million
Q1 2024

Apr 24, 2024
BUY
$25.15 - $28.93 $33,323 - $38,332
1,325 Added 1.38%
97,650 $2.81 Million
Q4 2023

Jan 23, 2024
BUY
$22.13 - $25.85 $117,930 - $137,754
5,329 Added 5.86%
96,325 $2.48 Million
Q3 2023

Oct 31, 2023
BUY
$22.72 - $24.86 $65,160 - $71,298
2,868 Added 3.25%
90,996 $2.09 Million
Q2 2023

Jul 17, 2023
SELL
$22.96 - $24.47 $73,449 - $78,279
-3,199 Reduced 3.5%
88,128 $2.14 Million
Q1 2023

Apr 25, 2023
BUY
$21.09 - $23.13 $21,343 - $23,407
1,012 Added 1.12%
91,327 $2.11 Million
Q4 2022

Feb 14, 2023
BUY
$18.69 - $22.11 $791,409 - $936,225
42,344 Added 88.27%
90,315 $1.9 Million
Q3 2022

Nov 14, 2022
BUY
$18.7 - $22.43 $897,057 - $1.08 Million
47,971 New
47,971 $897,000

Others Institutions Holding CGGO

# of Institutions
252
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GLOBAL GROWTH EQ

CGGO Quotes by TradingView
  • Ticker CGGO
  • Sector ETFs
  • Industry ETFs
More about CGGO
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