Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
15.50%
TCWP LLC's iShares U.S. Technology ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares U.S. Technology ETF(IYW), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares U.S. Technology ETF(IYW) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 4 purchases of IYW, at an average price of $91.29, for a total of 126,720.00 shares. In addition, there have been 6 sales at an average price of $105.44 for 126,720.00 shares. Based on historical transaction data and IYW's current price of $175.51, TCWP LLC's estimated gain on his IYW holdings is $1.79 Mil, reflecting a 15.50% gain to date.
TCWP LLC IYW ($175.51) Holding Chart
TCWP LLC IYW ($175.51) 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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