Sutton Wealth Advisors Inc. ICF Holdings History
Sutton Wealth Advisors Inc.'s iShares Select U.S. REIT ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 93,153.00 shares of iShares Select U.S. REIT ETF(ICF), totaling $4.67 Mil. This investment constitutes 2.31% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.23% of the outstanding iShares Select U.S. REIT ETF(ICF) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 15 purchases of ICF, at an average price of $53.20, for a total of 100,041.00 shares. In addition, there have been 4 sales at an average price of $56.58 for 6,888.00 shares. Based on historical transaction data and ICF's current price of $61.42, Sutton Wealth Advisors Inc.'s estimated gain on his ICF holdings is $789,162.03, reflecting a 14.83% gain to date.
Sutton Wealth Advisors Inc. ICF ($61.42) Holding Chart
Sutton Wealth Advisors Inc. ICF ($61.42) 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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