Sutton Wealth Advisors Inc. EEM Holdings History
Sutton Wealth Advisors Inc.'s iShares MSCI Emerging Markets ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 19,555.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $742,110.00. This investment constitutes 0.37% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 10 purchases of EEM, at an average price of $40.41, for a total of 62,210.00 shares. In addition, there have been 8 sales at an average price of $40.15 for 42,655.00 shares. Based on historical transaction data and EEM's current price of $49.08, Sutton Wealth Advisors Inc.'s estimated gain on his EEM holdings is $158,611.41, reflecting a 6.31% gain to date.
Sutton Wealth Advisors Inc. EEM ($49.08) Holding Chart
Sutton Wealth Advisors Inc. EEM ($49.08) 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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