PFG Balanced Strategy Fund JKG Holdings History
PFG Balanced Strategy Fund's iShares Morningstar Mid-Cap ETF Holding Summary
As of 2021-10-31, PFG Balanced Strategy Fund held 155,118.00 shares of iShares Morningstar Mid-Cap ETF(JKG), totaling $10.96 Mil. This investment constitutes 6.25% of their stock portfolio, and PFG Balanced Strategy Fund now holds -% of the outstanding iShares Morningstar Mid-Cap ETF(JKG) stock.
The initial trade took place in 2021Q1. And since then PFG Balanced Strategy Fund has made 2 purchases of JKG, at an average price of $61.20, for a total of 163,013.00 shares. In addition, there have been 2 sales at an average price of $67.37 for 7,895.00 shares. Based on historical transaction data and JKG's current price of $251.08, PFG Balanced Strategy Fund's estimated gain on his JKG holdings is $29.50 Mil, reflecting a 295.73% gain to date.
PFG Balanced Strategy Fund JKG ($251.08) Holding Chart
PFG Balanced Strategy Fund 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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