Atlas Private Wealth Management, LLC IJH Holdings History
Atlas Private Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 11,794.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $716,380.00. This investment constitutes 0.3% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 1 purchases of IJH, at an average price of $53.11, for a total of 14,864.00 shares. In addition, there have been 3 sales at an average price of $52.72 for 3,070.00 shares. Based on historical transaction data and IJH's current price of $63.88, Atlas Private Wealth Management, LLC's estimated gain on his IJH holdings is $125,846.98, reflecting a 15.94% gain to date.
Atlas Private Wealth Management, LLC IJH ($63.88) Holding Chart
Atlas Private Wealth Management, LLC IJH ($63.88) 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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