James Alpha Total Hedge Portfolio IWO Holdings History
James Alpha Total Hedge Portfolio's iShares Russell 2000 Growth ETF Holding Summary
As of 2021-02-28, SARATOGA ADVANTAGE TRUST held 1,386.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $429,340.00. This investment constitutes 3.86% of their stock portfolio, and SARATOGA ADVANTAGE TRUST now holds 0% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2020Q3. And since then James Alpha Total Hedge Portfolio has made 2 purchases of IWO, at an average price of $250.09, for a total of 1,386.00 shares. Based on historical transaction data and IWO's current price of $292.05, James Alpha Total Hedge Portfolio's estimated gain on his IWO holdings is $58,156.26, reflecting a 16.78% gain to date.
James Alpha Total Hedge Portfolio IWO ($292.05) Holding Chart
James Alpha Total Hedge Portfolio IWO ($292.05) 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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