Foresight Wealth Management, LLC SPYV Holdings History
Foresight Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2022-12-31, Foresight Wealth Management, LLC held 29,880.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $1.16 Mil. This investment constitutes 16.65% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Foresight Wealth Management, LLC has made 8 purchases of SPYV, at an average price of $32.42, for a total of 426,151.00 shares. In addition, there have been 6 sales at an average price of $36.52 for 396,271.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Foresight Wealth Management, LLC's estimated gain on his SPYV holdings is $2.24 Mil, reflecting a 16.20% gain to date.
Foresight Wealth Management, LLC SPYV ($52.87) Holding Chart
Foresight Wealth Management, LLC SPYV ($52.87) 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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