James Alpha Family Office Portfolio EWMC Holdings History
James Alpha Family Office Portfolio's Invesco S P MidCap 400 Equal Weight ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 2,230.00 shares of Invesco S P MidCap 400 Equal Weight ETF(EWMC), totaling $188,430.00. This investment constitutes 4.21% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0.15% of the outstanding Invesco S P MidCap 400 Equal Weight ETF(EWMC) stock.
The initial trade took place in 2020Q4. And since then James Alpha Family Office Portfolio has made 1 purchases of EWMC, at an average price of $64.01, for a total of 2,880.00 shares. In addition, there have been 1 sales at an average price of $79.20 for 650.00 shares. Based on historical transaction data and EWMC's current price of $90.08, James Alpha Family Office Portfolio's estimated gain on his EWMC holdings is $68,009.15, reflecting a 36.89% gain to date.
James Alpha Family Office Portfolio EWMC ($90.08) Holding Chart
James Alpha Family Office Portfolio EWMC ($90.08) 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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