Foresight Wealth Management, LLC SPDW Holdings History
Foresight Wealth Management, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2022-12-31, Foresight Wealth Management, LLC held 25,582.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $759,520.00. This investment constitutes 10.88% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q4. And since then Foresight Wealth Management, LLC has made 10 purchases of SPDW, at an average price of $28.70, for a total of 190,147.00 shares. In addition, there have been 6 sales at an average price of $29.38 for 164,565.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Foresight Wealth Management, LLC's estimated gain on his SPDW holdings is $407,637.18, reflecting a 7.47% gain to date.
Foresight Wealth Management, LLC SPDW ($40.22) Holding Chart
Foresight Wealth Management, LLC SPDW ($40.22) 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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