A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,688 shares of CGCP stock, worth $295,503. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,688
Previous 12,691 0.02%
Holding current value
$295,503
Previous $285,000 1.4%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$21.83 - $22.48 $65 - $67
-3 Reduced 0.02%
12,688 $281,000
Q1 2024

Jul 31, 2024

BUY
$22.27 - $22.91 $282,628 - $290,750
12,691 New
12,691 $285,000
Q3 2023

Aug 01, 2024

SELL
$21.5 - $22.5 $4,063 - $4,252
-189 Reduced 1.96%
9,477 $204 Million
Q2 2023

Aug 01, 2024

SELL
$22.26 - $22.95 $67,269 - $69,354
-3,022 Reduced 23.82%
9,666 $215 Million
Q1 2023

Aug 01, 2024

SELL
$22.02 - $23.09 $66,544 - $69,777
-3,022 Reduced 23.82%
9,666 $220 Million

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.