A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 814,396 shares of CGCP stock, worth $18.3 Million. This represents 11.42% of its overall portfolio holdings.

Number of Shares
814,396
Previous 670,026 21.55%
Holding current value
$18.3 Million
Previous $15 Billion 20.25%
% of portfolio
11.42%
Previous 9.46%

Shares

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

Jul 17, 2024

BUY
$21.83 - $22.48 $3.15 Million - $3.25 Million
144,370 Added 21.55%
814,396 $18.1 Billion
Q1 2024

May 13, 2024

SELL
$22.27 - $22.91 $476,845 - $490,548
-21,412 Reduced 3.1%
670,026 $15 Billion
Q4 2023

Feb 07, 2024

SELL
$21.01 - $22.93 $1.53 Million - $1.67 Million
-72,635 Reduced 9.51%
691,438 $15.7 Billion
Q3 2023

Oct 19, 2023

BUY
$21.5 - $22.5 $135,063 - $141,345
6,282 Added 0.83%
764,073 $16.4 Billion
Q2 2023

Jul 19, 2023

BUY
$22.26 - $22.95 $1.38 Million - $1.43 Million
62,132 Added 8.93%
757,791 $16.9 Billion
Q1 2023

May 10, 2023

BUY
$22.02 - $23.09 $3.38 Million - $3.54 Million
153,340 Added 28.27%
695,659 $15.9 Billion
Q4 2022

Jan 25, 2023

BUY
$21.49 - $22.83 $11.7 Million - $12.4 Million
542,319 New
542,319 $12.1 Billion

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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