Beacon Wealthcare, Inc SPY Holdings History
Beacon Wealthcare, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2020-12-31, Beacon Wealthcare, Inc held 1,348.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $504,000.00. This investment constitutes 0.3% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Beacon Wealthcare, Inc has made 2 purchases of SPY, at an average price of $268.96, for a total of 6,052.00 shares. In addition, there have been 4 sales at an average price of $304.66 for 4,704.00 shares. Based on historical transaction data and SPY's current price of $622.14, Beacon Wealthcare, Inc's estimated gain on his SPY holdings is $644,005.28, reflecting a 39.56% gain to date.
Beacon Wealthcare, Inc SPY ($622.14) Holding Chart
Beacon Wealthcare, Inc SPY ($622.14) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
