Beacon Harbor Wealth Advisors, Inc. PPA Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Invesco Aerospace & Defense ETF Holding Summary
As of 2024-12-31, Beacon Harbor Wealth Advisors, Inc. held - shares of Invesco Aerospace & Defense ETF(PPA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0% of the outstanding Invesco Aerospace & Defense ETF(PPA) stock.
The initial trade took place in 2023Q4. And since then Beacon Harbor Wealth Advisors, Inc. has made 4 purchases of PPA, at an average price of $86.00, for a total of 108,068.00 shares. In addition, there have been 1 sales at an average price of $118.02 for 108,068.00 shares. Based on historical transaction data and PPA's current price of $119.79, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his PPA holdings is $3.46 Mil, reflecting a 37.23% gain to date.
Beacon Harbor Wealth Advisors, Inc. PPA ($119.79) Holding Chart
Beacon Harbor Wealth Advisors, Inc. PPA ($119.79) 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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