Swisher Financial Concepts, Inc. Capital Grp Core Plus Income E Transaction History

Swisher Financial Concepts, Inc.

  • $159 Million
  • Q3 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 156,961 shares of CGMS stock, worth $0. This represents 2.75% of its overall portfolio holdings.

Number of Shares
156,961
Previous 139,041 12.89%
Holding current value
$0
Previous $3.75 Million 16.39%
% of portfolio
2.75%
Previous 3.8%

Shares

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

Nov 05, 2024
BUY
N/A
17,920 Added 12.89%
156,961 $4.36 Million
Q2 2024

Jul 22, 2024
BUY
N/A
7,536 Added 5.73%
139,041 $3.75 Million
Q1 2024

Apr 23, 2024
BUY
N/A
41,987 Added 46.9%
131,505 $3.52 Million
Q4 2023

Feb 13, 2024
BUY
N/A
89,518 New
89,518 $0

Others Institutions Holding CGMS

# of Institutions
158
Shares Held
24.4M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. 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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email