Guidant Wealth Advisors DJCI Holdings History
Guidant Wealth Advisors's UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 25 Holding Summary
As of 2019-09-30, Guidant Wealth Advisors held 518,634.00 shares of UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 25(DJCI), totaling $7.54 Mil. This investment constitutes 3.46% of their stock portfolio, and Guidant Wealth Advisors now holds 82.32% of the outstanding UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 25(DJCI) stock.
The initial trade took place in 2018Q2. And since then Guidant Wealth Advisors has made 4 purchases of DJCI, at an average price of $16.26, for a total of 701,177.00 shares. In addition, there have been 2 sales at an average price of $15.12 for 182,543.00 shares. Based on historical transaction data and DJCI's current price of $13.82, Guidant Wealth Advisors's estimated gain on his DJCI holdings is $-1.47 Mil, reflecting a -12.92% gain to date.
Guidant Wealth Advisors DJCI ($13.82) Holding Chart
Guidant Wealth Advisors DJCI ($13.82) 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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