Wechter Feldman Wealth Management, Inc. IVV Holdings History
Wechter Feldman Wealth Management, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 4,124.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.77 Mil. This investment constitutes 1.24% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Wechter Feldman Wealth Management, Inc. has made 1 purchases of IVV, at an average price of $272.63, for a total of 56,608.00 shares. In addition, there have been 9 sales at an average price of $302.17 for 52,484.00 shares. Based on historical transaction data and IVV's current price of $617.46, Wechter Feldman Wealth Management, Inc.'s estimated gain on his IVV holdings is $2.97 Mil, reflecting a 19.26% gain to date.
Wechter Feldman Wealth Management, Inc. IVV ($617.46) Holding Chart
Wechter Feldman Wealth Management, Inc. IVV ($617.46) 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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