Number of Shares
4,755.00
Current Holdings Value*
$360,000.00
% of Portfolio
1.74%
Total Estimate Gain
$3,334.75
% of Total Estimate Gain
0.24%

M Financial Asset Management, Inc.'s iShares S&P Global Timber & Forestry Index Fund Holding Summary

As of 2024-12-31, M Financial Asset Management, Inc. held 4,755.00 shares of iShares S&P Global Timber & Forestry Index Fund(WOOD), totaling $360,000.00. This investment constitutes 1.74% of their stock portfolio, and M Financial Asset Management, Inc. now holds 0.15% of the outstanding iShares S&P Global Timber & Forestry Index Fund(WOOD) stock.

The initial trade took place in 2018Q2. And since then M Financial Asset Management, Inc. has made 11 purchases of WOOD, at an average price of $73.33, for a total of 19,146.00 shares. In addition, there have been 15 sales at an average price of $73.87 for 14,391.00 shares. Based on historical transaction data and WOOD's current price of $72.37, M Financial Asset Management, Inc.'s estimated gain on his WOOD holdings is $3,334.75, reflecting a 0.24% gain to date.

M Financial Asset Management, Inc. WOOD ($72.37) Holding Chart

M Financial Asset Management, Inc. WOOD ($72.37) 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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