Claremont Financial Group, Inc. SPY Holdings History
Number of Shares
1,233.00
Current Holdings Value*
$553,000.00
% of Portfolio
2.36%
Total Estimate Gain
$235,569.24
% of Total Estimate Gain
43.09%
Claremont Financial Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2022-03-31, Claremont Financial Group, Inc. held 1,233.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $553,000.00. This investment constitutes 2.36% of their stock portfolio, and Claremont Financial Group, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Claremont Financial Group, Inc. has made 1 purchases of SPY, at an average price of $443.37, for a total of 1,233.00 shares. Based on historical transaction data and SPY's current price of $634.42, Claremont Financial Group, Inc.'s estimated gain on his SPY holdings is $235,569.24, reflecting a 43.09% gain to date.
Claremont Financial Group, Inc. SPY ($634.42) Holding Chart
Claremont Financial Group, Inc. SPY ($634.42) 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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