Paracle Advisors, LLC RFG Holdings History
Paracle Advisors, LLC's Invesco S&P MidCap 400 Pure Growth ETF Holding Summary
As of 2021-03-31, Paracle Advisors, LLC held 577,910.00 shares of Invesco S&P MidCap 400 Pure Growth ETF(RFG), totaling $25.39 Mil. This investment constitutes 5.35% of their stock portfolio, and Paracle Advisors, LLC now holds 7.6% of the outstanding Invesco S&P MidCap 400 Pure Growth ETF(RFG) stock.
The initial trade took place in 2014Q3. And since then Paracle Advisors, LLC has made 5 purchases of RFG, at an average price of $28.03, for a total of 1.01 Mil shares. In addition, there have been 7 sales at an average price of $30.22 for 433,115.00 shares. Based on historical transaction data and RFG's current price of $49.88, Paracle Advisors, LLC's estimated gain on his RFG holdings is $13.58 Mil, reflecting a 47.92% gain to date.
Paracle Advisors, LLC RFG ($49.88) Holding Chart
Paracle Advisors, LLC RFG ($49.88) 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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