James Alpha Family Office Portfolio IWC Holdings History
James Alpha Family Office Portfolio's iShares Micro-Cap ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 2,401.00 shares of iShares Micro-Cap ETF(IWC), totaling $344,810.00. This investment constitutes 7.7% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0.03% of the outstanding iShares Micro-Cap ETF(IWC) stock.
The initial trade took place in 2020Q2. And since then James Alpha Family Office Portfolio has made 2 purchases of IWC, at an average price of $87.61, for a total of 5,207.00 shares. In addition, there have been 1 sales at an average price of $130.05 for 2,806.00 shares. Based on historical transaction data and IWC's current price of $131.39, James Alpha Family Office Portfolio's estimated gain on his IWC holdings is $224,199.74, reflecting a 49.15% gain to date.
James Alpha Family Office Portfolio IWC ($131.39) Holding Chart
James Alpha Family Office Portfolio IWC ($131.39) 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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