MEANS INVESTMENT CO., INC. JKG Holdings History
Number of Shares
302,927.00
Current Holdings Value*
$22.44 Mil
% of Portfolio
2.38%
Total Estimate Gain
$54.61 Mil
% of Total Estimate Gain
254.64%
MEANS INVESTMENT CO., INC.'s iShares Morningstar Mid-Cap ETF Holding Summary
As of 2025-03-31, MEANS INVESTMENT CO., INC. held 302,927.00 shares of iShares Morningstar Mid-Cap ETF(JKG), totaling $22.44 Mil. This investment constitutes 2.38% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds -% of the outstanding iShares Morningstar Mid-Cap ETF(JKG) stock.
The initial trade took place in 2022Q2. And since then MEANS INVESTMENT CO., INC. has made 12 purchases of JKG, at an average price of $70.80, for a total of 302,927.00 shares. Based on historical transaction data and JKG's current price of $251.08, MEANS INVESTMENT CO., INC.'s estimated gain on his JKG holdings is $54.61 Mil, reflecting a 254.64% gain to date.
MEANS INVESTMENT CO., INC. JKG ($251.08) Holding Chart
MEANS INVESTMENT CO., INC. JKG ($251.08) 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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