Swisher Financial Concepts, Inc. CGDV Holdings History
Swisher Financial Concepts, Inc.'s Capital Group Dividend Value ETF Holding Summary
As of 2025-03-31, Swisher Financial Concepts, Inc. held 307,588.00 shares of Capital Group Dividend Value ETF(CGDV), totaling $10.96 Mil. This investment constitutes 9.06% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.07% of the outstanding Capital Group Dividend Value ETF(CGDV) stock.
The initial trade took place in 2023Q4. And since then Swisher Financial Concepts, Inc. has made 4 purchases of CGDV, at an average price of $30.77, for a total of 500,760.00 shares. In addition, there have been 1 sales at an average price of $36.39 for 193,172.00 shares. Based on historical transaction data and CGDV's current price of $39.97, Swisher Financial Concepts, Inc.'s estimated gain on his CGDV holdings is $3.91 Mil, reflecting a 25.40% gain to date.
Swisher Financial Concepts, Inc. CGDV ($39.97) Holding Chart
Swisher Financial Concepts, Inc. CGDV ($39.97) 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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