Number of Shares
8,017.00
Current Holdings Value*
$400,850.00
% of Portfolio
0.18%
Total Estimate Gain
$-160.34
% of Total Estimate Gain
-0.04%

SWEENEY & MICHEL, LLC's BLACKROCK ETF TRU2 Holding Summary

As of 2025-03-31, SWEENEY & MICHEL, LLC held 8,017.00 shares of BLACKROCK ETF TRU2(CALY), totaling $400,850.00. This investment constitutes 0.18% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.73% of the outstanding BLACKROCK ETF TRU2(CALY) stock.

The initial trade took place in 2025Q1. And since then SWEENEY & MICHEL, LLC has made 1 purchases of CALY, at an average price of $50.32, for a total of 8,017.00 shares. Based on historical transaction data and CALY's current price of $50.30, SWEENEY & MICHEL, LLC's estimated gain on his CALY holdings is $-160.34, reflecting a -0.04% gain to date.

SWEENEY & MICHEL, LLC CALY ($50.30) Holding Chart

SWEENEY & MICHEL, LLC CALY ($50.30) 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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