Capital Group Core Equity Et shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Capital Group Core Equity Et
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Equity Et held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Capital Group Core Equity Et by Mark Sheptoff Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $40k | 1.2k | 34.29 |
2024-06-30 | $209k | 6.5k | 32.25 |
2024-03-31 | $191k | 6.1k | 31.16 |
2023-12-31 | $150k | 5.3k | 28.30 |
2023-09-30 | $133k | 5.3k | 25.11 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning