CARL STUART INVESTMENT ADVISOR, INC SCMB Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Schwab Municipal Bond ETF Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held - shares of Schwab Municipal Bond ETF(SCMB), totaling N/A. This investment constitutes 0% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0% of the outstanding Schwab Municipal Bond ETF(SCMB) stock.
The initial trade took place in 2023Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 2 purchases of SCMB, at an average price of $36.16, for a total of 95,051.00 shares. In addition, there have been 2 sales at an average price of $36.73 for 95,051.00 shares. Based on historical transaction data and SCMB's current price of $25.13, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his SCMB holdings is $54,540.74, reflecting a 1.59% gain to date.
CARL STUART INVESTMENT ADVISOR, INC SCMB ($25.13) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC SCMB ($25.13) 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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