Wunderlich Capital Managemnt RSP Holdings History
Number of Shares
4,401.00
Current Holdings Value*
$723,000.00
% of Portfolio
0.33%
Total Estimate Gain
$91,674.47
% of Total Estimate Gain
12.67%
Wunderlich Capital Managemnt's Invesco S&P 500 Equal Weight ETF Holding Summary
As of 2024-06-30, Wunderlich Capital Managemnt held 4,401.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $723,000.00. This investment constitutes 0.33% of their stock portfolio, and Wunderlich Capital Managemnt now holds -% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.
The initial trade took place in 2024Q1. And since then Wunderlich Capital Managemnt has made 2 purchases of RSP, at an average price of $164.35, for a total of 4,401.00 shares. Based on historical transaction data and RSP's current price of $185.18, Wunderlich Capital Managemnt's estimated gain on his RSP holdings is $91,674.47, reflecting a 12.67% gain to date.
Wunderlich Capital Managemnt RSP ($185.18) Holding Chart
Wunderlich Capital Managemnt RSP ($185.18) 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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