SWEENEY & MICHEL, LLC CGDG Holdings History
SWEENEY & MICHEL, LLC's Capital Group Dividend Growers ETF Holding Summary
As of 2025-06-30, SWEENEY & MICHEL, LLC held 270,271.00 shares of Capital Group Dividend Growers ETF(CGDG), totaling $9.14 Mil. This investment constitutes 3.24% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.35% of the outstanding Capital Group Dividend Growers ETF(CGDG) stock.
The initial trade took place in 2024Q1. And since then SWEENEY & MICHEL, LLC has made 4 purchases of CGDG, at an average price of $27.67, for a total of 277,443.00 shares. In addition, there have been 1 sales at an average price of $30.77 for 7,172.00 shares. Based on historical transaction data and CGDG's current price of $33.78, SWEENEY & MICHEL, LLC's estimated gain on his CGDG holdings is $1.67 Mil, reflecting a 21.79% gain to date.
SWEENEY & MICHEL, LLC CGDG ($33.78) Holding Chart
SWEENEY & MICHEL, LLC CGDG ($33.78) 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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