KCS Wealth Advisory TFLO Holdings History
KCS Wealth Advisory's iShares Treasury Floating Rate Bond ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 13,787.00 shares of iShares Treasury Floating Rate Bond ETF(TFLO), totaling $699,550.00. This investment constitutes 0.3% of their stock portfolio, and KCS Wealth Advisory now holds 0.01% of the outstanding iShares Treasury Floating Rate Bond ETF(TFLO) stock.
The initial trade took place in 2021Q3. And since then KCS Wealth Advisory has made 4 purchases of TFLO, at an average price of $50.15, for a total of 70,742.00 shares. In addition, there have been 3 sales at an average price of $50.54 for 56,955.00 shares. Based on historical transaction data and TFLO's current price of $50.49, KCS Wealth Advisory's estimated gain on his TFLO holdings is $27,331.24, reflecting a 0.77% gain to date.
KCS Wealth Advisory TFLO ($50.49) Holding Chart
KCS Wealth Advisory TFLO ($50.49) 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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