KCS Wealth Advisory GER Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$313,432.22
% of Total Estimate Gain
14.11%

KCS Wealth Advisory's Goldman Sachs MLP and Energy Renaissance Fund Holding Summary

As of 2023-09-30, KCS Wealth Advisory held - shares of Goldman Sachs MLP and Energy Renaissance Fund(GER), totaling N/A. This investment constitutes 0% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding Goldman Sachs MLP and Energy Renaissance Fund(GER) stock.

The initial trade took place in 2023Q2. And since then KCS Wealth Advisory has made 1 purchases of GER, at an average price of $13.75, for a total of 161,563.00 shares. In addition, there have been 1 sales at an average price of $15.69 for 161,563.00 shares. Based on historical transaction data and GER's current price of $15.67, KCS Wealth Advisory's estimated gain on his GER holdings is $313,432.22, reflecting a 14.11% gain to date.

KCS Wealth Advisory GER ($15.67) Holding Chart

KCS Wealth Advisory GER ($15.67) 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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