HRC WEALTH MANAGEMENT, LLC SPY Holdings History
HRC WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held - shares of SPDR S&P 500 ETF Trust(SPY), totaling N/A. This investment constitutes 0% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 1 purchases of SPY, at an average price of $445.63, for a total of 624.00 shares. In addition, there have been 4 sales at an average price of $587.38 for 624.00 shares. Based on historical transaction data and SPY's current price of $623.62, HRC WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $88,451.33, reflecting a 31.81% gain to date.
HRC WEALTH MANAGEMENT, LLC SPY ($623.62) Holding Chart
HRC WEALTH MANAGEMENT, LLC SPY ($623.62) 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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