Cascadia Advisory Services, LLC SPY Holdings History
Cascadia Advisory Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 34,124.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.64 Mil. This investment constitutes 3.02% of their stock portfolio, and Cascadia Advisory Services, 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 Cascadia Advisory Services, LLC has made 2 purchases of SPY, at an average price of $327.34, for a total of 105,096.00 shares. In addition, there have been 3 sales at an average price of $311.95 for 70,972.00 shares. Based on historical transaction data and SPY's current price of $620.68, Cascadia Advisory Services, LLC's estimated gain on his SPY holdings is $8.92 Mil, reflecting a 25.92% gain to date.
Cascadia Advisory Services, LLC SPY ($620.68) Holding Chart
Cascadia Advisory Services, LLC SPY ($620.68) 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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