Ulrich Consultants & Investment Group, LLC EQAL Holdings History
Ulrich Consultants & Investment Group, LLC's Invesco Russell 1000 Equal Weight ETF Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 27,190.00 shares of Invesco Russell 1000 Equal Weight ETF(EQAL), totaling $1.14 Mil. This investment constitutes 2.75% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0.19% of the outstanding Invesco Russell 1000 Equal Weight ETF(EQAL) stock.
The initial trade took place in 2022Q2. In addition, there have been 3 sales at an average price of $40.45 for 7,235.00 shares. Based on historical transaction data and EQAL's current price of $50.15, Ulrich Consultants & Investment Group, LLC's estimated gain on his EQAL holdings is $179,411.94, reflecting a 12.15% gain to date.
Ulrich Consultants & Investment Group, LLC EQAL ($50.15) Holding Chart
Ulrich Consultants & Investment Group, LLC EQAL ($50.15) 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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