Winch Advisory Services, LLC Capital Group Core Plus Income Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,816 shares of CGCP stock, worth $62,684. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,816
Previous 2,789 0.97%
Holding current value
$62,684
Previous $64,000 3.13%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$22.13 - $23.17 $597 - $625
27 Added 0.97%
2,816 $62,000
Q3 2024

Oct 21, 2024
BUY
$22.12 - $23.31 $508 - $536
23 Added 0.83%
2,789 $64,000
Q2 2024

Jul 31, 2024
BUY
$21.83 - $22.48 $720 - $741
33 Added 1.21%
2,766 $61,000
Q1 2024

May 14, 2024
BUY
$22.27 - $22.91 $512 - $526
23 Added 0.85%
2,733 $61,000
Q4 2023

Jan 18, 2024
BUY
$21.01 - $22.93 $38,091 - $41,572
1,813 Added 202.12%
2,710 $61,000
Q1 2023

May 10, 2023
BUY
$22.02 - $23.09 $19,751 - $20,711
897 New
897 $20,000

Others Institutions Holding CGCP

# of Institutions
222
Shares Held
115M
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 Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, 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 Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email