CAMELOT TECHNOLOGY ADVISORS, INC. IWC Holdings History
Number of Shares
22,988.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
2.3%
Total Estimate Gain
$946,160.47
% of Total Estimate Gain
26.42%
CAMELOT TECHNOLOGY ADVISORS, INC.'s iShares Micro-Cap ETF Holding Summary
As of 2025-03-31, CAMELOT TECHNOLOGY ADVISORS, INC. held 22,988.00 shares of iShares Micro-Cap ETF(IWC), totaling $2.55 Mil. This investment constitutes 2.3% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.32% of the outstanding iShares Micro-Cap ETF(IWC) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $122.27 for 12,321.00 shares. Based on historical transaction data and IWC's current price of $131.39, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his IWC holdings is $946,160.47, reflecting a 26.42% gain to date.
CAMELOT TECHNOLOGY ADVISORS, INC. IWC ($131.39) Holding Chart
CAMELOT TECHNOLOGY ADVISORS, INC. IWC ($131.39) 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 % |
Top Ranked Articles
- 1