IMS Dividend Growth Fund V Holdings History
Number of Shares
1,940.00
Current Holdings Value*
$312,570.00
% of Portfolio
6.51%
Total Estimate Gain
$321,244.60
% of Total Estimate Gain
87.90%
IMS Dividend Growth Fund's Visa Inc Holding Summary
As of 2020-03-31, 360 Funds held 1,940.00 shares of Visa Inc(V), totaling $312,570.00. This investment constitutes 6.51% of their stock portfolio, and 360 Funds now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q1. Based on historical transaction data and V's current price of $353.97, IMS Dividend Growth Fund's estimated gain on his V holdings is $321,244.60, reflecting a 87.90% gain to date.
IMS Dividend Growth Fund V ($353.97) Holding Chart
IMS Dividend Growth Fund V ($353.97) 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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