Confluence Wealth Management LLC SPY Holdings History
Confluence Wealth Management LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 28,038.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.32 Mil. This investment constitutes 4.09% of their stock portfolio, and Confluence Wealth Management LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Confluence Wealth Management LLC has made 6 purchases of SPY, at an average price of $201.51, for a total of 44,424.00 shares. In addition, there have been 9 sales at an average price of $257.04 for 16,386.00 shares. Based on historical transaction data and SPY's current price of $624.22, Confluence Wealth Management LLC's estimated gain on his SPY holdings is $12.76 Mil, reflecting a 142.56% gain to date.
Confluence Wealth Management LLC SPY ($624.22) Holding Chart
Confluence Wealth Management LLC SPY ($624.22) 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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