NEW ENGLAND GUILD WEALTH ADVISORS, INC. REGL Holdings History
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s ProShares S&P MidCap 400 Div Aristocrats ETF Holding Summary
As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 117,947.00 shares of ProShares S&P MidCap 400 Div Aristocrats ETF(REGL), totaling $8.44 Mil. This investment constitutes 4.45% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0.52% of the outstanding ProShares S&P MidCap 400 Div Aristocrats ETF(REGL) stock.
The initial trade took place in 2020Q3. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 8 purchases of REGL, at an average price of $61.38, for a total of 125,821.00 shares. In addition, there have been 2 sales at an average price of $72.33 for 7,874.00 shares. Based on historical transaction data and REGL's current price of $83.28, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his REGL holdings is $2.67 Mil, reflecting a 34.57% gain to date.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. REGL ($83.28) Holding Chart
NEW ENGLAND GUILD WEALTH ADVISORS, INC. REGL ($83.28) 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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