Ford Financial Group, LLC SPYV Holdings History
Ford Financial Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2023-03-31, Ford Financial Group, LLC held 12,158.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $495,060.00. This investment constitutes 20.99% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Ford Financial Group, LLC has made 9 purchases of SPYV, at an average price of $32.54, for a total of 1.09 Mil shares. In addition, there have been 6 sales at an average price of $38.61 for 1.08 Mil shares. Based on historical transaction data and SPYV's current price of $52.88, Ford Financial Group, LLC's estimated gain on his SPYV holdings is $6.80 Mil, reflecting a 19.13% gain to date.
Ford Financial Group, LLC SPYV ($52.88) Holding Chart
Ford Financial Group, LLC SPYV ($52.88) 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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