Capstone Financial Group, Inc. AGZ Holdings History
Capstone Financial Group, Inc.'s iShares Agency Bond ETF Holding Summary
As of 2020-09-30, Capstone Financial Group, Inc. held 109,906.00 shares of iShares Agency Bond ETF(AGZ), totaling $13.28 Mil. This investment constitutes 10.41% of their stock portfolio, and Capstone Financial Group, Inc. now holds 1.82% of the outstanding iShares Agency Bond ETF(AGZ) stock.
The initial trade took place in 2019Q4. And since then Capstone Financial Group, Inc. has made 3 purchases of AGZ, at an average price of $118.50, for a total of 109,906.00 shares. Based on historical transaction data and AGZ's current price of $109.01, Capstone Financial Group, Inc.'s estimated gain on his AGZ holdings is $-1.04 Mil, reflecting a -8.01% gain to date.
Capstone Financial Group, Inc. AGZ ($109.01) Holding Chart
Capstone Financial Group, Inc. AGZ ($109.01) 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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