COHEN LAWRENCE B SPY Holdings History
Number of Shares
491.00
Current Holdings Value*
$233,380.00
% of Portfolio
11.35%
Total Estimate Gain
$6.61 Mil
% of Total Estimate Gain
51.52%
COHEN LAWRENCE B's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-12-31, COHEN LAWRENCE B held 491.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $233,380.00. This investment constitutes 11.35% of their stock portfolio, and COHEN LAWRENCE B now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then COHEN LAWRENCE B has made 9 purchases of SPY, at an average price of $189.36, for a total of 67,705.00 shares. In addition, there have been 22 sales at an average price of $284.44 for 67,214.00 shares. Based on historical transaction data and SPY's current price of $627.58, COHEN LAWRENCE B's estimated gain on his SPY holdings is $6.61 Mil, reflecting a 51.52% gain to date.
COHEN LAWRENCE B SPY ($627.58) Holding Chart
COHEN LAWRENCE B 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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