Patriot Wealth Management, Inc. IXUS Holdings History
Patriot Wealth Management, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary
As of 2018-12-31, Patriot Wealth Management, Inc. held 1.26 Mil shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $66.09 Mil. This investment constitutes 10.08% of their stock portfolio, and Patriot Wealth Management, Inc. now holds 0.27% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q3. And since then Patriot Wealth Management, Inc. has made 2 purchases of IXUS, at an average price of $60.19, for a total of 1.26 Mil shares. Based on historical transaction data and IXUS's current price of $78.64, Patriot Wealth Management, Inc.'s estimated gain on his IXUS holdings is $23.22 Mil, reflecting a 30.66% gain to date.
Patriot Wealth Management, Inc. IXUS ($78.64) Holding Chart
Patriot Wealth Management, Inc. IXUS ($78.64) 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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