Chokshi & Queen Wealth Advisors, Inc SPY Holdings History
Number of Shares
1,820.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.62%
Total Estimate Gain
$69,323.80
% of Total Estimate Gain
6.46%
Chokshi & Queen Wealth Advisors, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 1,820.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.02 Mil. This investment constitutes 0.62% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SPY's current price of $627.58, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his SPY holdings is $69,323.80, reflecting a 6.46% gain to date.
Chokshi & Queen Wealth Advisors, Inc SPY ($627.58) Holding Chart
Chokshi & Queen Wealth Advisors, Inc 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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