Collaborative Wealth Managment Inc. SPY Holdings History
Collaborative Wealth Managment Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 1,623.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $907,800.00. This investment constitutes 0.42% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 4 purchases of SPY, at an average price of $424.11, for a total of 3,335.00 shares. In addition, there have been 4 sales at an average price of $547.11 for 1,712.00 shares. Based on historical transaction data and SPY's current price of $623.62, Collaborative Wealth Managment Inc.'s estimated gain on his SPY holdings is $534,366.42, reflecting a 37.78% gain to date.
Collaborative Wealth Managment Inc. SPY ($623.62) Holding Chart
Collaborative Wealth Managment Inc. SPY ($623.62) 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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