X-Square Balanced Fund PM Holdings History
X-Square Balanced Fund's Philip Morris International Inc Holding Summary
As of 2025-03-31, X-Square Balanced Fund held 6,293.00 shares of Philip Morris International Inc(PM), totaling $998,890.00. This investment constitutes 2.34% of their stock portfolio, and X-Square Balanced Fund now holds 0% of the outstanding Philip Morris International Inc(PM) stock.
The initial trade took place in 2020Q1. And since then X-Square Balanced Fund has made 14 purchases of PM, at an average price of $98.35, for a total of 6,690.00 shares. In addition, there have been 1 sales at an average price of $99.66 for 397.00 shares. Based on historical transaction data and PM's current price of $179.07, X-Square Balanced Fund's estimated gain on his PM holdings is $508,483.07, reflecting a 77.28% gain to date.
X-Square Balanced Fund PM ($179.07) Holding Chart
X-Square Balanced Fund PM ($179.07) 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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