Swisher Financial Concepts, Inc. CGMS Holdings History
Swisher Financial Concepts, Inc.'s Capital Group U.S. Multi-Sector Income Holding Summary
As of 2025-03-31, Swisher Financial Concepts, Inc. held 226,746.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $6.19 Mil. This investment constitutes 5.11% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.31% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.
The initial trade took place in 2023Q4. And since then Swisher Financial Concepts, Inc. has made 4 purchases of CGMS, at an average price of $26.90, for a total of 285,890.00 shares. In addition, there have been 1 sales at an average price of $27.54 for 59,144.00 shares. Based on historical transaction data and CGMS's current price of $27.55, Swisher Financial Concepts, Inc.'s estimated gain on his CGMS holdings is $183,813.52, reflecting a 2.39% gain to date.
Swisher Financial Concepts, Inc. CGMS ($27.55) Holding Chart
Swisher Financial Concepts, Inc. CGMS ($27.55) 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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