Compass Financial Group, Inc. CGCP Holdings History
Compass Financial Group, Inc.'s Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 300,504.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $6.75 Mil. This investment constitutes 3.46% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.14% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2023Q4. And since then Compass Financial Group, Inc. has made 3 purchases of CGCP, at an average price of $21.84, for a total of 316,036.00 shares. In addition, there have been 3 sales at an average price of $22.50 for 15,532.00 shares. Based on historical transaction data and CGCP's current price of $22.38, Compass Financial Group, Inc.'s estimated gain on his CGCP holdings is $173,026.45, reflecting a 2.51% gain to date.
Compass Financial Group, Inc. CGCP ($22.38) Holding Chart
Compass Financial Group, Inc. CGCP ($22.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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