LFS ASSET MANAGEMENT IYK Holdings History
Number of Shares
131,178.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
7.93%
Total Estimate Gain
$407,292.36
% of Total Estimate Gain
4.63%
LFS ASSET MANAGEMENT's iShares U.S. Consumer Staples ETF Holding Summary
As of 2022-09-30, LFS ASSET MANAGEMENT held 131,178.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $7.86 Mil. This investment constitutes 7.93% of their stock portfolio, and LFS ASSET MANAGEMENT now holds 0.5% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2022Q2. And since then LFS ASSET MANAGEMENT has made 1 purchases of IYK, at an average price of $67.11, for a total of 131,178.00 shares. Based on historical transaction data and IYK's current price of $70.21, LFS ASSET MANAGEMENT's estimated gain on his IYK holdings is $407,292.36, reflecting a 4.63% gain to date.
LFS ASSET MANAGEMENT IYK ($70.21) Holding Chart
LFS ASSET MANAGEMENT IYK ($70.21) 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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