Ameliora Wealth Management Ltd. SPY Holdings History
Ameliora Wealth Management Ltd.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Ameliora Wealth Management Ltd. held 12,305.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.88 Mil. This investment constitutes 2.59% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Ameliora Wealth Management Ltd. has made 6 purchases of SPY, at an average price of $501.45, for a total of 19,368.00 shares. In addition, there have been 3 sales at an average price of $465.61 for 7,063.00 shares. Based on historical transaction data and SPY's current price of $628.86, Ameliora Wealth Management Ltd.'s estimated gain on his SPY holdings is $1.31 Mil, reflecting a 13.53% gain to date.
Ameliora Wealth Management Ltd. SPY ($628.86) Holding Chart
Ameliora Wealth Management Ltd. SPY ($628.86) 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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