Beacon Harbor Wealth Advisors, Inc. CSD Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Invesco S&P Spin-Off ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held - shares of Invesco S&P Spin-Off ETF(CSD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0% of the outstanding Invesco S&P Spin-Off ETF(CSD) stock.
The initial trade took place in 2024Q4. And since then Beacon Harbor Wealth Advisors, Inc. has made 1 purchases of CSD, at an average price of $84.15, for a total of 141,116.00 shares. In addition, there have been 1 sales at an average price of $83.24 for 141,116.00 shares. Based on historical transaction data and CSD's current price of $84.50, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his CSD holdings is $-128,415.56, reflecting a -1.08% gain to date.
Beacon Harbor Wealth Advisors, Inc. CSD ($84.50) Holding Chart
Beacon Harbor Wealth Advisors, Inc. CSD ($84.50) 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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