BEDEL FINANCIAL CONSULTING INC SPY Holdings History
Number of Shares
15,607.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
1.37%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
41.10%
BEDEL FINANCIAL CONSULTING INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, BEDEL FINANCIAL CONSULTING INC held 15,607.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.67 Mil. This investment constitutes 1.37% of their stock portfolio, and BEDEL FINANCIAL CONSULTING INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. Based on historical transaction data and SPY's current price of $627.58, BEDEL FINANCIAL CONSULTING INC's estimated gain on his SPY holdings is $2.85 Mil, reflecting a 41.10% gain to date.
BEDEL FINANCIAL CONSULTING INC SPY ($627.58) Holding Chart
BEDEL FINANCIAL CONSULTING INC SPY ($627.58) 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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