TCWP LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 5 purchases of DSI, at an average price of $82.34, for a total of 17,614.00 shares. In addition, there have been 5 sales at an average price of $97.55 for 17,614.00 shares. Based on historical transaction data and DSI's current price of $117.67, TCWP LLC's estimated gain on his DSI holdings is $267,831.16, reflecting a 18.47% gain to date.
TCWP LLC DSI ($117.67) Holding Chart
TCWP LLC DSI ($117.67) 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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