Ulrich Consultants & Investment Group, LLC DSI Holdings History
Number of Shares
24,810.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
5.05%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
53.99%
Ulrich Consultants & Investment Group, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 24,810.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $2.09 Mil. This investment constitutes 5.05% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0.05% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and DSI's current price of $119.94, Ulrich Consultants & Investment Group, LLC's estimated gain on his DSI holdings is $1.04 Mil, reflecting a 53.99% gain to date.
Ulrich Consultants & Investment Group, LLC DSI ($119.94) Holding Chart
Ulrich Consultants & Investment Group, LLC DSI ($119.94) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers