S.C. Financial Services, Inc. FIXD Holdings History
S.C. Financial Services, Inc.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2022-12-31, S.C. Financial Services, Inc. held 37,104.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $1.63 Mil. This investment constitutes 2.55% of their stock portfolio, and S.C. Financial Services, Inc. now holds 0.05% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2021Q4. And since then S.C. Financial Services, Inc. has made 2 purchases of FIXD, at an average price of $51.40, for a total of 44,427.00 shares. In addition, there have been 2 sales at an average price of $47.14 for 7,323.00 shares. Based on historical transaction data and FIXD's current price of $43.49, S.C. Financial Services, Inc.'s estimated gain on his FIXD holdings is $-324,850.29, reflecting a -14.22% gain to date.
S.C. Financial Services, Inc. FIXD ($43.49) Holding Chart
S.C. Financial Services, Inc. FIXD ($43.49) 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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