CAROLINAS WEALTH CONSULTING LLC SPY Holdings History
CAROLINAS WEALTH CONSULTING LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 24,088.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.17 Mil. This investment constitutes 2.78% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 6 purchases of SPY, at an average price of $340.06, for a total of 37,632.00 shares. In addition, there have been 14 sales at an average price of $443.90 for 13,544.00 shares. Based on historical transaction data and SPY's current price of $627.58, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his SPY holdings is $8.33 Mil, reflecting a 65.11% gain to date.
CAROLINAS WEALTH CONSULTING LLC SPY ($627.58) Holding Chart
CAROLINAS WEALTH CONSULTING LLC 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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