Kolinsky Wealth Management, LLC IHDG Holdings History
Kolinsky Wealth Management, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 66,988.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $2.91 Mil. This investment constitutes 1.78% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.1% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2022Q1. And since then Kolinsky Wealth Management, LLC has made 10 purchases of IHDG, at an average price of $41.69, for a total of 80,113.00 shares. In addition, there have been 2 sales at an average price of $44.32 for 13,125.00 shares. Based on historical transaction data and IHDG's current price of $45.37, Kolinsky Wealth Management, LLC's estimated gain on his IHDG holdings is $281,110.42, reflecting a 8.42% gain to date.
Kolinsky Wealth Management, LLC IHDG ($45.37) Holding Chart
Kolinsky Wealth Management, LLC IHDG ($45.37) 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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