Number of Shares
4,167.00
Current Holdings Value*
$4.17 Mil
% of Portfolio
3.2%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
42.98%

Swaine & Leidel Wealth Services, LLC's iShares MSCI Global Metals & Mining Producers ETF Holding Summary

As of 2022-03-31, Swaine & Leidel Wealth Services, LLC held 4,167.00 shares of iShares MSCI Global Metals & Mining Producers ETF(PICK), totaling $4.17 Mil. This investment constitutes 3.2% of their stock portfolio, and Swaine & Leidel Wealth Services, LLC now holds 0.01% of the outstanding iShares MSCI Global Metals & Mining Producers ETF(PICK) stock.

The initial trade took place in 2020Q4. And since then Swaine & Leidel Wealth Services, LLC has made 2 purchases of PICK, at an average price of $31.85, for a total of 98,899.00 shares. In addition, there have been 2 sales at an average price of $45.76 for 94,732.00 shares. Based on historical transaction data and PICK's current price of $40.30, Swaine & Leidel Wealth Services, LLC's estimated gain on his PICK holdings is $1.35 Mil, reflecting a 42.98% gain to date.

Swaine & Leidel Wealth Services, LLC PICK ($40.30) Holding Chart

Swaine & Leidel Wealth Services, LLC PICK ($40.30) 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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