DWP
Daymark Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,701
| Closed | -$386K | – | 501 |
|
|
2024
Q3 | $386K | Buy |
16,701
+704
| +4% | +$16.3K | 0.02% | 381 |
|
|
2024
Q2 | $355K | Buy |
15,997
+1,607
| +11% | +$35.7K | 0.02% | 374 |
|
|
2024
Q1 | $323K | Hold |
14,390
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $327K | Buy |
+14,390
| New | +$327K | 0.02% | 307 |
|