Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$62,867.50
% of Total Estimate Gain
4.28%

Charles Carroll Financial Partners, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held - shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q1. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of EMXC, at an average price of $49.41, for a total of 29,750.00 shares. In addition, there have been 1 sales at an average price of $51.52 for 29,750.00 shares. Based on historical transaction data and EMXC's current price of $63.20, Charles Carroll Financial Partners, LLC's estimated gain on his EMXC holdings is $62,867.50, reflecting a 4.28% gain to date.

Charles Carroll Financial Partners, LLC EMXC ($63.20) Holding Chart

Charles Carroll Financial Partners, LLC EMXC ($63.20) 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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