LWS Wealth Advisors, Inc. PSCI Holdings History
LWS Wealth Advisors, Inc.'s PowerShares S&P SmallCap Industrials Portfolio Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 93,933.00 shares of PowerShares S&P SmallCap Industrials Portfolio(PSCI), totaling $10.89 Mil. This investment constitutes 4.09% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 12.04% of the outstanding PowerShares S&P SmallCap Industrials Portfolio(PSCI) stock.
The initial trade took place in 2021Q3. And since then LWS Wealth Advisors, Inc. has made 6 purchases of PSCI, at an average price of $92.36, for a total of 102,849.00 shares. In addition, there have been 4 sales at an average price of $94.54 for 8,916.00 shares. Based on historical transaction data and PSCI's current price of $139.14, LWS Wealth Advisors, Inc.'s estimated gain on his PSCI holdings is $4.41 Mil, reflecting a 46.47% gain to date.
LWS Wealth Advisors, Inc. PSCI ($139.14) Holding Chart
LWS Wealth Advisors, Inc. PSCI ($139.14) 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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