Nalls Sherbakoff Group, LLC CGW Holdings History
Number of Shares
5,388.00
Current Holdings Value*
$285,620.00
% of Portfolio
0.25%
Total Estimate Gain
$70,323.40
% of Total Estimate Gain
26.60%
Nalls Sherbakoff Group, LLC's Invesco S&P Global Water Index ETF Holding Summary
As of 2023-12-31, Nalls Sherbakoff Group, LLC held 5,388.00 shares of Invesco S&P Global Water Index ETF(CGW), totaling $285,620.00. This investment constitutes 0.25% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Invesco S&P Global Water Index ETF(CGW) stock.
The initial trade took place in 2023Q1. And since then Nalls Sherbakoff Group, LLC has made 3 purchases of CGW, at an average price of $49.06, for a total of 5,388.00 shares. Based on historical transaction data and CGW's current price of $62.11, Nalls Sherbakoff Group, LLC's estimated gain on his CGW holdings is $70,323.40, reflecting a 26.60% gain to date.
Nalls Sherbakoff Group, LLC CGW ($62.11) Holding Chart
Nalls Sherbakoff Group, LLC CGW ($62.11) 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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