Adaptive Tactical Outlook Fund IWM Holdings History
Adaptive Tactical Outlook Fund's iShares Russell 2000 ETF Holding Summary
As of 2021-08-31, Adaptive Tactical Outlook Fund held 3,028.00 shares of iShares Russell 2000 ETF(IWM), totaling $684,090.00. This investment constitutes 4.89% of their stock portfolio, and Adaptive Tactical Outlook Fund now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q2. And since then Adaptive Tactical Outlook Fund has made 2 purchases of IWM, at an average price of $152.58, for a total of 11,458.00 shares. In addition, there have been 2 sales at an average price of $196.73 for 8,430.00 shares. Based on historical transaction data and IWM's current price of $222.33, Adaptive Tactical Outlook Fund's estimated gain on his IWM holdings is $583,479.14, reflecting a 33.38% gain to date.
Adaptive Tactical Outlook Fund IWM ($222.33) Holding Chart
Adaptive Tactical Outlook Fund IWM ($222.33) 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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