VALLEY FINANCIAL MANAGEMENT, INC. PPA Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Invesco Aerospace & Defense ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 88,781.00 shares of Invesco Aerospace & Defense ETF(PPA), totaling $7.50 Mil. This investment constitutes 3.88% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.38% of the outstanding Invesco Aerospace & Defense ETF(PPA) stock.
The initial trade took place in 2022Q3. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 1 purchases of PPA, at an average price of $71.87, for a total of 217,361.00 shares. In addition, there have been 2 sales at an average price of $80.12 for 128,580.00 shares. Based on historical transaction data and PPA's current price of $142.80, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his PPA holdings is $7.36 Mil, reflecting a 47.11% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. PPA ($142.80) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. PPA ($142.80) 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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