AFFINIA FINANCIAL GROUP, LLC SPSM Holdings History
AFFINIA FINANCIAL GROUP, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 84,079.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $3.40 Mil. This investment constitutes 2.36% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q1. And since then AFFINIA FINANCIAL GROUP, LLC has made 2 purchases of SPSM, at an average price of $34.43, for a total of 126,920.00 shares. In addition, there have been 7 sales at an average price of $27.23 for 42,841.00 shares. Based on historical transaction data and SPSM's current price of $43.91, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his SPSM holdings is $487,898.16, reflecting a 11.16% gain to date.
AFFINIA FINANCIAL GROUP, LLC SPSM ($43.91) Holding Chart
AFFINIA FINANCIAL GROUP, LLC SPSM ($43.91) 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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