Balanced Rock Investment Advisors LLC SPY Holdings History
Balanced Rock Investment Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 850.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $475,430.00. This investment constitutes 0.38% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q3. And since then Balanced Rock Investment Advisors LLC has made 2 purchases of SPY, at an average price of $572.65, for a total of 850.00 shares. Based on historical transaction data and SPY's current price of $611.87, Balanced Rock Investment Advisors LLC's estimated gain on his SPY holdings is $33,336.15, reflecting a 6.85% gain to date.
Balanced Rock Investment Advisors LLC SPY ($611.87) Holding Chart
Balanced Rock Investment Advisors LLC SPY ($611.87) 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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