Daniels&Tansey,LLP SPY Holdings History
Number of Shares
1,145.00
Current Holdings Value*
$243,210.00
% of Portfolio
0.08%
Total Estimate Gain
$12.70 Mil
% of Total Estimate Gain
26.56%
Daniels&Tansey,LLP's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, Daniels&Tansey,LLP held 1,145.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $243,210.00. This investment constitutes 0.08% of their stock portfolio, and Daniels&Tansey,LLP now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q3. In addition, there have been 12 sales at an average price of $417.62 for 143,217.00 shares. Based on historical transaction data and SPY's current price of $627.58, Daniels&Tansey,LLP's estimated gain on his SPY holdings is $12.70 Mil, reflecting a 26.56% gain to date.
Daniels&Tansey,LLP SPY ($627.58) Holding Chart
Daniels&Tansey,LLP 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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