BREWIN DOLPHIN WEALTH MANAGEMENT LTD SPY Holdings History
BREWIN DOLPHIN WEALTH MANAGEMENT LTD's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-06-30, BREWIN DOLPHIN WEALTH MANAGEMENT LTD held 101,989.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $38.48 Mil. This investment constitutes 4.2% of their stock portfolio, and BREWIN DOLPHIN WEALTH MANAGEMENT LTD now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then BREWIN DOLPHIN WEALTH MANAGEMENT LTD has made 9 purchases of SPY, at an average price of $281.34, for a total of 107,788.00 shares. In addition, there have been 3 sales at an average price of $398.51 for 5,799.00 shares. Based on historical transaction data and SPY's current price of $627.58, BREWIN DOLPHIN WEALTH MANAGEMENT LTD's estimated gain on his SPY holdings is $35.99 Mil, reflecting a 118.69% gain to date.
BREWIN DOLPHIN WEALTH MANAGEMENT LTD SPY ($627.58) Holding Chart
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 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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