Cornerstone Retirement Group, Inc. SPY Holdings History
Cornerstone Retirement Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, Cornerstone Retirement Group, Inc. held 314,422.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $134.41 Mil. This investment constitutes 38.43% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q1. And since then Cornerstone Retirement Group, Inc. has made 4 purchases of SPY, at an average price of $417.70, for a total of 1.09 Mil shares. In addition, there have been 6 sales at an average price of $441.11 for 772,549.00 shares. Based on historical transaction data and SPY's current price of $620.68, Cornerstone Retirement Group, Inc.'s estimated gain on his SPY holdings is $81.91 Mil, reflecting a 18.04% gain to date.
Cornerstone Retirement Group, Inc. SPY ($620.68) Holding Chart
Cornerstone Retirement Group, Inc. SPY ($620.68) 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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