Swisher Financial Concepts, Inc. CGCP Holdings History
Swisher Financial Concepts, Inc.'s Capital Group Core Plus Income ETF Holding Summary
As of 2025-06-30, Swisher Financial Concepts, Inc. held 258,879.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $5.82 Mil. This investment constitutes 3.76% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.11% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2024Q2. And since then Swisher Financial Concepts, Inc. has made 4 purchases of CGCP, at an average price of $22.62, for a total of 326,518.00 shares. In addition, there have been 1 sales at an average price of $22.56 for 67,639.00 shares. Based on historical transaction data and CGCP's current price of $22.38, Swisher Financial Concepts, Inc.'s estimated gain on his CGCP holdings is $-66,462.41, reflecting a -0.90% gain to date.
Swisher Financial Concepts, Inc. CGCP ($22.38) Holding Chart
Swisher Financial Concepts, 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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