Balanced Rock Investment Advisors LLC RAFE Holdings History
Balanced Rock Investment Advisors LLC's Pimco Rafi ESG U.S. ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 110,328.00 shares of Pimco Rafi ESG U.S. ETF(RAFE), totaling $4.01 Mil. This investment constitutes 3.2% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 4.9% of the outstanding Pimco Rafi ESG U.S. ETF(RAFE) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 2 purchases of RAFE, at an average price of $30.52, for a total of 114,015.00 shares. In addition, there have been 3 sales at an average price of $34.81 for 3,687.00 shares. Based on historical transaction data and RAFE's current price of $37.82, Balanced Rock Investment Advisors LLC's estimated gain on his RAFE holdings is $820,557.76, reflecting a 23.58% gain to date.
Balanced Rock Investment Advisors LLC RAFE ($37.82) Holding Chart
Balanced Rock Investment Advisors LLC RAFE ($37.82) 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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