HARVEST GROUP WEALTH MANAGEMENT, LLC SPEM Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 245,600.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $8.38 Mil. This investment constitutes 5.21% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.12% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2020Q1. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 6 purchases of SPEM, at an average price of $35.96, for a total of 330,569.00 shares. In addition, there have been 7 sales at an average price of $38.25 for 84,969.00 shares. Based on historical transaction data and SPEM's current price of $42.86, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his SPEM holdings is $1.89 Mil, reflecting a 15.90% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC SPEM ($42.86) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC SPEM ($42.86) 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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