FundX Conservative Upgrader Fund HEFA Holdings History
FundX Conservative Upgrader Fund's iShares Currency Hedged MSCI EAFE ETF Holding Summary
As of 2023-09-30, FundX Investment Trust held - shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling N/A. This investment constitutes 0% of their stock portfolio, and FundX Investment Trust now holds 0% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.
The initial trade took place in 2023Q1. And since then FundX Conservative Upgrader Fund has made 1 purchases of HEFA, at an average price of $28.87, for a total of 59,200.00 shares. In addition, there have been 1 sales at an average price of $30.26 for 59,200.00 shares. Based on historical transaction data and HEFA's current price of $37.57, FundX Conservative Upgrader Fund's estimated gain on his HEFA holdings is $82,288.00, reflecting a 4.81% gain to date.
FundX Conservative Upgrader Fund HEFA ($37.57) Holding Chart
FundX Conservative Upgrader Fund HEFA ($37.57) 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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