Lee Financial Group Hawaii, Inc. UCON Holdings History
Lee Financial Group Hawaii, Inc.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 237,029.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $5.83 Mil. This investment constitutes 4.56% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2022Q2. And since then Lee Financial Group Hawaii, Inc. has made 4 purchases of UCON, at an average price of $24.83, for a total of 353,835.00 shares. In addition, there have been 4 sales at an average price of $24.18 for 116,806.00 shares. Based on historical transaction data and UCON's current price of $24.84, Lee Financial Group Hawaii, Inc.'s estimated gain on his UCON holdings is $-74,633.37, reflecting a -0.85% gain to date.
Lee Financial Group Hawaii, Inc. UCON ($24.84) Holding Chart
Lee Financial Group Hawaii, Inc. UCON ($24.84) 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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