CIC Wealth, LLC SPYD Holdings History
CIC Wealth, LLC's SPDR Portfolio S&P 500 High Dividend ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held - shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling N/A. This investment constitutes 0% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.
The initial trade took place in 2023Q2. And since then CIC Wealth, LLC has made 3 purchases of SPYD, at an average price of $36.80, for a total of 25,528.00 shares. In addition, there have been 3 sales at an average price of $38.88 for 25,528.00 shares. Based on historical transaction data and SPYD's current price of $42.20, CIC Wealth, LLC's estimated gain on his SPYD holdings is $53,276.41, reflecting a 5.67% gain to date.
CIC Wealth, LLC SPYD ($42.20) Holding Chart
CIC Wealth, LLC SPYD ($42.20) 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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