HARVEST GROUP WEALTH MANAGEMENT, LLC SPSM Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 194,090.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $7.33 Mil. This investment constitutes 4.56% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2022Q1. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 3 purchases of SPSM, at an average price of $41.79, for a total of 222,240.00 shares. In addition, there have been 2 sales at an average price of $38.76 for 28,150.00 shares. Based on historical transaction data and SPSM's current price of $44.09, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his SPSM holdings is $360,951.74, reflecting a 3.89% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC SPSM ($44.09) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC SPSM ($44.09) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
