SGI Peak Growth Fund DYTA Holdings History
Number of Shares
140,050.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
10.53%
Total Estimate Gain
$127,803.30
% of Total Estimate Gain
3.35%
SGI Peak Growth Fund 's SGI Dynamic Tactical ETF Holding Summary
As of 2025-02-28, SGI Peak Growth Fund held 140,050.00 shares of SGI Dynamic Tactical ETF(DYTA), totaling $3.97 Mil. This investment constitutes 10.53% of their stock portfolio, and SGI Peak Growth Fund now holds 6.17% of the outstanding SGI Dynamic Tactical ETF(DYTA) stock.
The initial trade took place in 2023Q3. And since then SGI Peak Growth Fund has made 6 purchases of DYTA, at an average price of $27.28, for a total of 140,050.00 shares. Based on historical transaction data and DYTA's current price of $28.19, SGI Peak Growth Fund 's estimated gain on his DYTA holdings is $127,803.30, reflecting a 3.35% gain to date.
SGI Peak Growth Fund DYTA ($28.19) Holding Chart
SGI Peak Growth Fund DYTA ($28.19) 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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