RiverFront Asset Allocation Moderate RFDI Holdings History
RiverFront Asset Allocation Moderate's FIRST TR EXCHANGE3 Holding Summary
As of 2021-10-31, FINANCIAL INVESTORS TRUST held 78,887.00 shares of FIRST TR EXCHANGE3(RFDI), totaling $5.75 Mil. This investment constitutes 11.94% of their stock portfolio, and FINANCIAL INVESTORS TRUST now holds 3.13% of the outstanding FIRST TR EXCHANGE3(RFDI) stock.
The initial trade took place in 2019Q4. And since then RiverFront Asset Allocation Moderate has made 2 purchases of RFDI, at an average price of $58.08, for a total of 97,244.00 shares. In addition, there have been 6 sales at an average price of $60.10 for 18,357.00 shares. Based on historical transaction data and RFDI's current price of $72.69, RiverFront Asset Allocation Moderate's estimated gain on his RFDI holdings is $1.19 Mil, reflecting a 21.06% gain to date.
RiverFront Asset Allocation Moderate RFDI ($72.69) Holding Chart
RiverFront Asset Allocation Moderate RFDI ($72.69) 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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