A detailed history of Tradition Wealth Management, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 13,750 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,750
Previous 13,750 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
N/A
-250 Reduced 1.79%
13,750 $0
Q4 2023

Feb 12, 2024

BUY
N/A
1,000 Added 7.69%
14,000 $378,000
Q2 2023

Aug 14, 2023

BUY
N/A
12,750 Added 5100.0%
13,000 $339,000
Q1 2023

May 11, 2023

BUY
N/A
250 New
250 $7,000

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, 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 Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.