Capital Group Fixed Income E shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Fixed Income E
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Fixed Income E held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Fixed Income E by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.4M | 96k | 25.40 |
2023-12-31 | $2.4M | 96k | 25.45 |
2023-06-30 | $1.2M | 48k | 25.11 |
2023-03-31 | $375k | 15k | 25.52 |
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