Aris Wealth Services, Inc. SPY Holdings History
Aris Wealth Services, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2015-09-30, Aris Wealth Services, Inc. held 6,301.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.21 Mil. This investment constitutes 3.11% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Aris Wealth Services, Inc. has made 6 purchases of SPY, at an average price of $199.90, for a total of 6,582.00 shares. In addition, there have been 1 sales at an average price of $202.78 for 281.00 shares. Based on historical transaction data and SPY's current price of $623.62, Aris Wealth Services, Inc.'s estimated gain on his SPY holdings is $2.67 Mil, reflecting a 202.98% gain to date.
Aris Wealth Services, Inc. SPY ($623.62) Holding Chart
Aris Wealth Services, Inc. SPY ($623.62) 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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