Regal Wealth Group, Inc. IVV Holdings History
Regal Wealth Group, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 31,068.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14.59 Mil. This investment constitutes 9% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Regal Wealth Group, Inc. has made 11 purchases of IVV, at an average price of $287.34, for a total of 40,545.00 shares. In addition, there have been 12 sales at an average price of $361.32 for 9,477.00 shares. Based on historical transaction data and IVV's current price of $620.90, Regal Wealth Group, Inc.'s estimated gain on his IVV holdings is $11.06 Mil, reflecting a 94.97% gain to date.
Regal Wealth Group, Inc. IVV ($620.90) Holding Chart
Regal Wealth Group, Inc. IVV ($620.90) 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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