Greenhouse Wealth Management, LLC SDY Holdings History
Greenhouse Wealth Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Greenhouse Wealth Management, LLC held 2,786.00 shares of SPDR Dividend ETF(SDY), totaling $377,950.00. This investment constitutes 0.28% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 16 purchases of SDY, at an average price of $102.46, for a total of 6,419.00 shares. In addition, there have been 1 sales at an average price of $134.50 for 3,633.00 shares. Based on historical transaction data and SDY's current price of $138.62, Greenhouse Wealth Management, LLC's estimated gain on his SDY holdings is $217,144.45, reflecting a 33.02% gain to date.
Greenhouse Wealth Management, LLC SDY ($138.62) Holding Chart
Greenhouse Wealth Management, LLC SDY ($138.62) 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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