Fieldpoint Private Securities, LLC IWD Holdings History
Fieldpoint Private Securities, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2022-06-30, Fieldpoint Private Securities, LLC held 32,059.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $4.65 Mil. This investment constitutes 1.35% of their stock portfolio, and Fieldpoint Private Securities, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Fieldpoint Private Securities, LLC has made 10 purchases of IWD, at an average price of $131.75, for a total of 41,890.00 shares. In addition, there have been 7 sales at an average price of $119.64 for 9,831.00 shares. Based on historical transaction data and IWD's current price of $195.88, Fieldpoint Private Securities, LLC's estimated gain on his IWD holdings is $1.94 Mil, reflecting a 35.10% gain to date.
Fieldpoint Private Securities, LLC IWD ($195.88) Holding Chart
Fieldpoint Private Securities, LLC IWD ($195.88) 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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