Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$474,633.68
% of Total Estimate Gain
11.59%

RETIREMENT CAPITAL STRATEGIES's iShares Focused Value Factor ETF Holding Summary

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held - shares of iShares Focused Value Factor ETF(FOVL), totaling N/A. This investment constitutes 0% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0% of the outstanding iShares Focused Value Factor ETF(FOVL) stock.

The initial trade took place in 2024Q3. And since then RETIREMENT CAPITAL STRATEGIES has made 2 purchases of FOVL, at an average price of $64.09, for a total of 63,916.00 shares. In addition, there have been 1 sales at an average price of $71.52 for 63,916.00 shares. Based on historical transaction data and FOVL's current price of $72.36, RETIREMENT CAPITAL STRATEGIES's estimated gain on his FOVL holdings is $474,633.68, reflecting a 11.59% gain to date.

RETIREMENT CAPITAL STRATEGIES FOVL ($72.36) Holding Chart

RETIREMENT CAPITAL STRATEGIES FOVL ($72.36) 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 %

Top Ranked Articles

  • 1