Number of Shares
226,071.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
1.4%
Total Estimate Gain
$132,223.99
% of Total Estimate Gain
2.78%

Global Wealth Strategies & Associates's Barings Corporate Investors Holding Summary

As of 2025-06-30, Global Wealth Strategies & Associates held 226,071.00 shares of Barings Corporate Investors(MCI), totaling $4.90 Mil. This investment constitutes 1.4% of their stock portfolio, and Global Wealth Strategies & Associates now holds 1.11% of the outstanding Barings Corporate Investors(MCI) stock.

The initial trade took place in 2025Q1. And since then Global Wealth Strategies & Associates has made 2 purchases of MCI, at an average price of $21.03, for a total of 226,071.00 shares. Based on historical transaction data and MCI's current price of $21.61, Global Wealth Strategies & Associates's estimated gain on his MCI holdings is $132,223.99, reflecting a 2.78% gain to date.

Global Wealth Strategies & Associates MCI ($21.61) Holding Chart

Global Wealth Strategies & Associates MCI ($21.61) 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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