ATAC Rotation Fund SCHA Holdings History
ATAC Rotation Fund's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-02-28, Managed Portfolio Series held - shares of Schwab U.S. Small-Cap ETF(SCHA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2020Q2. And since then ATAC Rotation Fund has made 4 purchases of SCHA, at an average price of $32.87, for a total of 4.50 Mil shares. In addition, there have been 7 sales at an average price of $40.25 for 4.50 Mil shares. Based on historical transaction data and SCHA's current price of $26.08, ATAC Rotation Fund's estimated gain on his SCHA holdings is $33.17 Mil, reflecting a 22.42% gain to date.
ATAC Rotation Fund SCHA ($26.08) Holding Chart
ATAC Rotation Fund SCHA ($26.08) 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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