Number of Shares
20,220.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
3.4%
Total Estimate Gain
$7.07 Mil
% of Total Estimate Gain
105.33%

Hochman Cole Investment Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2021-09-30, Hochman Cole Investment Advisors, Inc. held 20,220.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.68 Mil. This investment constitutes 3.4% of their stock portfolio, and Hochman Cole Investment Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Hochman Cole Investment Advisors, Inc. has made 6 purchases of SPY, at an average price of $288.80, for a total of 23,231.00 shares. In addition, there have been 8 sales at an average price of $321.67 for 3,011.00 shares. Based on historical transaction data and SPY's current price of $633.39, Hochman Cole Investment Advisors, Inc.'s estimated gain on his SPY holdings is $7.07 Mil, reflecting a 105.33% gain to date.

Hochman Cole Investment Advisors, Inc. SPY ($633.39) Holding Chart

Hochman Cole Investment Advisors, Inc. SPY ($633.39) 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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