Ford Financial Group, LLC SPY Holdings History
Ford Financial Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-03-31, Ford Financial Group, LLC held 684.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $280,050.00. This investment constitutes 11.87% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Ford Financial Group, LLC has made 10 purchases of SPY, at an average price of $400.46, for a total of 18,450.00 shares. In addition, there have been 10 sales at an average price of $409.31 for 17,766.00 shares. Based on historical transaction data and SPY's current price of $633.21, Ford Financial Group, LLC's estimated gain on his SPY holdings is $316,494.47, reflecting a 4.28% gain to date.
Ford Financial Group, LLC SPY ($633.21) Holding Chart
Ford Financial Group, LLC SPY ($633.21) 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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