Rollins Financial DSI Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$47,731.75
% of Total Estimate Gain
10.28%

Rollins Financial's iShares ESG MSCI KLD 400 ETF Holding Summary

As of 2023-12-31, Rollins Financial held - shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rollins Financial now holds 0% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.

The initial trade took place in 2023Q1. And since then Rollins Financial has made 3 purchases of DSI, at an average price of $76.93, for a total of 6,035.00 shares. In addition, there have been 1 sales at an average price of $84.84 for 6,035.00 shares. Based on historical transaction data and DSI's current price of $116.68, Rollins Financial's estimated gain on his DSI holdings is $47,731.75, reflecting a 10.28% gain to date.

Rollins Financial DSI ($116.68) Holding Chart

Rollins Financial DSI ($116.68) 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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