James Alpha Total Hedge Portfolio IWM Holdings History
James Alpha Total Hedge Portfolio's iShares Russell 2000 ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 1,485.00 shares of iShares Russell 2000 ETF(IWM), totaling $324,190.00. This investment constitutes 2.91% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q3. And since then James Alpha Total Hedge Portfolio has made 2 purchases of IWM, at an average price of $177.99, for a total of 1,485.00 shares. Based on historical transaction data and IWM's current price of $223.92, James Alpha Total Hedge Portfolio's estimated gain on his IWM holdings is $68,202.17, reflecting a 25.80% gain to date.
James Alpha Total Hedge Portfolio IWM ($223.92) Holding Chart
James Alpha Total Hedge Portfolio IWM ($223.92) 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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