CXI Advisors IVV Holdings History
Number of Shares
13,501.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
12.87%
Total Estimate Gain
$4.32 Mil
% of Total Estimate Gain
103.89%
CXI Advisors's iShares Core S&P 500 ETF Holding Summary
As of 2019-12-31, CXI Advisors held 13,501.00 shares of iShares Core S&P 500 ETF(IVV), totaling $4.36 Mil. This investment constitutes 12.87% of their stock portfolio, and CXI Advisors now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. Based on historical transaction data and IVV's current price of $628.17, CXI Advisors's estimated gain on his IVV holdings is $4.32 Mil, reflecting a 103.89% gain to date.
CXI Advisors IVV ($628.17) Holding Chart
CXI Advisors IVV ($628.17) 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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