Carolinas Wealth Consulting LLC Capital Group Core Plus Income Transaction History

Carolinas Wealth Consulting LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Aug 14, 2025	BUY	$21.94 - $22.64 $632,815 - $653,005	28,843 New	28,843 $647,000
Q4 2024 Feb 26, 2025	SELL	$22.13 - $23.17 $9,029 - $9,453	-408 Reduced 1.39%	28,846 $640,000
Q3 2024 Nov 12, 2024	BUY	$22.12 - $23.31 $68,019 - $71,678	3,075 Added 11.75%	29,254 $676,000
Q2 2024 Aug 12, 2024	BUY	$21.83 - $22.48 $17,485 - $18,006	801 Added 3.16%	26,179 $581,000
Q1 2024 May 14, 2024	BUY	$22.27 - $22.91 $564,589 - $580,814	25,352 Added 97507.69%	25,378 $569,000

Q3 2023 Nov 14, 2023	BUY	$21.5 - $22.5 $21 - $22	1 Added 4.0%	26 $0
Q1 2023 May 15, 2023	BUY	$22.02 - $23.09 $550 - $577	25 New	25 $0

288

204M

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