Goodwin Daniel L SPY Holdings History

Number of Shares
25,168.00
Current Holdings Value*
$10.76 Mil
% of Portfolio
5.2%
Total Estimate Gain
$4.89 Mil
% of Total Estimate Gain
38.75%

Goodwin Daniel L's SPDR S&P 500 ETF Trust Holding Summary

As of 2023-09-30, Goodwin Daniel L held 25,168.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.76 Mil. This investment constitutes 5.2% of their stock portfolio, and Goodwin Daniel L now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2015Q3. And since then Goodwin Daniel L has made 15 purchases of SPY, at an average price of $401.41, for a total of 31,447.00 shares. In addition, there have been 3 sales at an average price of $282.83 for 6,279.00 shares. Based on historical transaction data and SPY's current price of $625.34, Goodwin Daniel L's estimated gain on his SPY holdings is $4.89 Mil, reflecting a 38.75% gain to date.

Goodwin Daniel L SPY ($625.34) Holding Chart

Goodwin Daniel L SPY ($625.34) 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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