Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$459,467.73
% of Total Estimate Gain
4.28%

Beacon Harbor Wealth Advisors, Inc.'s Columbia India Consumer ETF Holding Summary

As of 2024-12-31, Beacon Harbor Wealth Advisors, Inc. held - shares of Columbia India Consumer ETF(INCO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds -% of the outstanding Columbia India Consumer ETF(INCO) stock.

The initial trade took place in 2024Q2. And since then Beacon Harbor Wealth Advisors, Inc. has made 1 purchases of INCO, at an average price of $66.27, for a total of 161,916.00 shares. In addition, there have been 2 sales at an average price of $69.11 for 161,916.00 shares. Based on historical transaction data and INCO's current price of $63.33, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his INCO holdings is $459,467.73, reflecting a 4.28% gain to date.

Beacon Harbor Wealth Advisors, Inc. INCO ($63.33) Holding Chart

Beacon Harbor Wealth Advisors, Inc. INCO ($63.33) 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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