Foresight Wealth Management, LLC SPYG Holdings History
Foresight Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2022-12-31, Foresight Wealth Management, LLC held 20,121.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $1.02 Mil. This investment constitutes 14.61% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q4. And since then Foresight Wealth Management, LLC has made 5 purchases of SPYG, at an average price of $36.36, for a total of 328,346.00 shares. In addition, there have been 11 sales at an average price of $50.20 for 308,225.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Foresight Wealth Management, LLC's estimated gain on his SPYG holdings is $5.49 Mil, reflecting a 46.02% gain to date.
Foresight Wealth Management, LLC SPYG ($97.27) Holding Chart
Foresight Wealth Management, LLC SPYG ($97.27) 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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