BARRETT & COMPANY, INC. XT Holdings History
BARRETT & COMPANY, INC.'s ISHARES TRUST Holding Summary
As of 2025-06-30, BARRETT & COMPANY, INC. held 92,252.00 shares of ISHARES TRUST(XT), totaling $6.02 Mil. This investment constitutes 2.26% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0.18% of the outstanding ISHARES TRUST(XT) stock.
The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 7 purchases of XT, at an average price of $50.53, for a total of 95,218.00 shares. In addition, there have been 2 sales at an average price of $55.65 for 2,966.00 shares. Based on historical transaction data and XT's current price of $67.63, BARRETT & COMPANY, INC.'s estimated gain on his XT holdings is $1.59 Mil, reflecting a 33.10% gain to date.
BARRETT & COMPANY, INC. XT ($67.63) Holding Chart
BARRETT & COMPANY, INC. XT ($67.63) 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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