Charles Carroll Financial Partners, LLC IWM Holdings History
Charles Carroll Financial Partners, LLC's iShares Russell 2000 ETF Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 3,425.00 shares of iShares Russell 2000 ETF(IWM), totaling $687,430.00. This investment constitutes 0.74% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q4. And since then Charles Carroll Financial Partners, LLC has made 1 purchases of IWM, at an average price of $179.15, for a total of 3,425.00 shares. Based on historical transaction data and IWM's current price of $222.75, Charles Carroll Financial Partners, LLC's estimated gain on his IWM holdings is $149,312.88, reflecting a 24.33% gain to date.
Charles Carroll Financial Partners, LLC IWM ($222.75) Holding Chart
Charles Carroll Financial Partners, LLC IWM ($222.75) 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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