SFC
Swisher Financial Concepts’s Capital Group Core Plus Income ETF CGCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
258,879
+2,610
| +1% | +$58.7K | 3.76% | 9 |
|
|
2025
Q1 | $5.75M | Buy |
256,269
+131,895
| +106% | +$2.96M | 4.75% | 6 |
|
|
2024
Q4 | $2.76M | Sell |
124,374
-67,639
| -35% | -$1.5M | 3.25% | 11 |
|
|
2024
Q3 | $4.43M | Buy |
192,013
+179,739
| +1,464% | +$4.14M | 2.79% | 12 |
|
|
2024
Q2 | $272K | Buy |
+12,274
| New | +$272K | 0.28% | 63 |
|