Number of Shares
3,931.00
Current Holdings Value*
$299,430.00
% of Portfolio
12.69%
Total Estimate Gain
$864,979.93
% of Total Estimate Gain
5.70%

Ford Financial Group, LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2023-03-31, Ford Financial Group, LLC held 3,931.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $299,430.00. This investment constitutes 12.69% of their stock portfolio, and Ford Financial Group, LLC now holds 0.01% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2022Q3. And since then Ford Financial Group, LLC has made 1 purchases of SLYV, at an average price of $74.91, for a total of 202,523.00 shares. In addition, there have been 2 sales at an average price of $79.10 for 198,592.00 shares. Based on historical transaction data and SLYV's current price of $83.46, Ford Financial Group, LLC's estimated gain on his SLYV holdings is $864,979.93, reflecting a 5.70% gain to date.

Ford Financial Group, LLC SLYV ($83.46) Holding Chart

Ford Financial Group, LLC SLYV ($83.46) 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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