Coordinated Financial Services, Inc. SPY Holdings History
Number of Shares
9,435.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
4.31%
Total Estimate Gain
$359,379.15
% of Total Estimate Gain
6.46%
Coordinated Financial Services, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Coordinated Financial Services, Inc. held 9,435.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.53 Mil. This investment constitutes 4.31% of their stock portfolio, and Coordinated Financial Services, 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, Coordinated Financial Services, Inc.'s estimated gain on his SPY holdings is $359,379.15, reflecting a 6.46% gain to date.
Coordinated Financial Services, Inc. SPY ($627.58) Holding Chart
Coordinated Financial Services, 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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