Key Financial Inc CALF Holdings History

Number of Shares
8,382.00
Current Holdings Value*
$314,330.00
% of Portfolio
0.07%
Total Estimate Gain
$-111,184.67
% of Total Estimate Gain
-10.09%

Key Financial Inc's Pacer US Small Cap Cash Cows ETF Holding Summary

As of 2025-03-31, Key Financial Inc held 8,382.00 shares of Pacer US Small Cap Cash Cows ETF(CALF), totaling $314,330.00. This investment constitutes 0.07% of their stock portfolio, and Key Financial Inc now holds 0.01% of the outstanding Pacer US Small Cap Cash Cows ETF(CALF) stock.

The initial trade took place in 2024Q2. And since then Key Financial Inc has made 3 purchases of CALF, at an average price of $46.07, for a total of 23,924.00 shares. In addition, there have been 1 sales at an average price of $41.46 for 15,542.00 shares. Based on historical transaction data and CALF's current price of $41.34, Key Financial Inc's estimated gain on his CALF holdings is $-111,184.67, reflecting a -10.09% gain to date.

Key Financial Inc CALF ($41.34) Holding Chart

Key Financial Inc CALF ($41.34) 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 %

Top Ranked Articles

  • 1