Castle Financial & Retirement Planning Associates, Inc. SPY Holdings History
Castle Financial & Retirement Planning Associates, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 6,431.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.90 Mil. This investment constitutes 9.84% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and SPY's current price of $614.91, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his SPY holdings is $1.01 Mil, reflecting a 34.22% gain to date.
Castle Financial & Retirement Planning Associates, Inc. SPY ($614.91) Holding Chart
Castle Financial & Retirement Planning Associates, Inc. SPY ($614.91) 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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