HARVEST GROUP WEALTH MANAGEMENT, LLC SPYV Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 335,368.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $13.66 Mil. This investment constitutes 8.49% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q1. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 3 purchases of SPYV, at an average price of $41.00, for a total of 355,587.00 shares. In addition, there have been 2 sales at an average price of $39.21 for 20,219.00 shares. Based on historical transaction data and SPYV's current price of $53.00, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his SPYV holdings is $3.99 Mil, reflecting a 27.34% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC SPYV ($53.00) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC SPYV ($53.00) 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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