PIN OAK INVESTMENT ADVISORS INC SCHX Holdings History
PIN OAK INVESTMENT ADVISORS INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, PIN OAK INVESTMENT ADVISORS INC held 2,000.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $140,000.00. This investment constitutes 0.13% of their stock portfolio, and PIN OAK INVESTMENT ADVISORS INC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then PIN OAK INVESTMENT ADVISORS INC has made 4 purchases of SCHX, at an average price of $26.92, for a total of 8,490.00 shares. In addition, there have been 2 sales at an average price of $27.43 for 6,490.00 shares. Based on historical transaction data and SCHX's current price of $21.76, PIN OAK INVESTMENT ADVISORS INC's estimated gain on his SCHX holdings is $-7,019.50, reflecting a -3.07% gain to date.
PIN OAK INVESTMENT ADVISORS INC SCHX ($21.76) Holding Chart
PIN OAK INVESTMENT ADVISORS INC SCHX ($21.76) 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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