InterOcean Capital Group, LLC SPY Holdings History
InterOcean Capital Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-03-31, InterOcean Capital Group, LLC held 371,684.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $194.42 Mil. This investment constitutes 4.69% of their stock portfolio, and InterOcean Capital Group, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then InterOcean Capital Group, LLC has made 5 purchases of SPY, at an average price of $359.37, for a total of 471,978.00 shares. In addition, there have been 8 sales at an average price of $410.22 for 100,294.00 shares. Based on historical transaction data and SPY's current price of $625.34, InterOcean Capital Group, LLC's estimated gain on his SPY holdings is $103.96 Mil, reflecting a 61.29% gain to date.
InterOcean Capital Group, LLC SPY ($625.34) Holding Chart
InterOcean Capital Group, LLC SPY ($625.34) 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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