Cassaday & Co Inc. EWX Holdings History
Number of Shares
127,264.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
0.71%
Total Estimate Gain
$708,335.64
% of Total Estimate Gain
6.68%
Cassaday & Co Inc.'s SPDR S&P Emerging Markets Small Cap ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 127,264.00 shares of SPDR S&P Emerging Markets Small Cap ETF(EWX), totaling $7.55 Mil. This investment constitutes 0.71% of their stock portfolio, and Cassaday & Co Inc. now holds 1.09% of the outstanding SPDR S&P Emerging Markets Small Cap ETF(EWX) stock.
The initial trade took place in 2018Q4. In addition, there have been 3 sales at an average price of $40.47 for 84,206.00 shares. Based on historical transaction data and EWX's current price of $62.13, Cassaday & Co Inc.'s estimated gain on his EWX holdings is $708,335.64, reflecting a 6.68% gain to date.
Cassaday & Co Inc. EWX ($62.13) Holding Chart
Cassaday & Co Inc. EWX ($62.13) 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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