Number of Shares
371,590.00
Current Holdings Value*
$9.32 Mil
% of Portfolio
2.13%
Total Estimate Gain
$7,213.86
% of Total Estimate Gain
0.07%

Calton & Associates, Inc.'s PowerShares Variable Rate Investment Grade Portfol Holding Summary

As of 2025-03-31, Calton & Associates, Inc. held 371,590.00 shares of PowerShares Variable Rate Investment Grade Portfol(VRIG), totaling $9.32 Mil. This investment constitutes 2.13% of their stock portfolio, and Calton & Associates, Inc. now holds 0.78% of the outstanding PowerShares Variable Rate Investment Grade Portfol(VRIG) stock.

The initial trade took place in 2024Q1. And since then Calton & Associates, Inc. has made 4 purchases of VRIG, at an average price of $25.12, for a total of 397,945.00 shares. In addition, there have been 1 sales at an average price of $25.12 for 26,355.00 shares. Based on historical transaction data and VRIG's current price of $25.14, Calton & Associates, Inc.'s estimated gain on his VRIG holdings is $7,213.86, reflecting a 0.07% gain to date.

Calton & Associates, Inc. VRIG ($25.14) Holding Chart

Calton & Associates, Inc. VRIG ($25.14) 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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