JD Financial Services Inc. SPDW Holdings History
Number of Shares
249,211.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
7.49%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
11.30%
JD Financial Services Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2021-12-31, JD Financial Services Inc. held 249,211.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $9.09 Mil. This investment constitutes 7.49% of their stock portfolio, and JD Financial Services Inc. now holds 0.07% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 4 purchases of SPDW, at an average price of $36.35, for a total of 249,211.00 shares. Based on historical transaction data and SPDW's current price of $40.46, JD Financial Services Inc.'s estimated gain on his SPDW holdings is $1.02 Mil, reflecting a 11.30% gain to date.
JD Financial Services Inc. SPDW ($40.46) Holding Chart
JD Financial Services Inc. SPDW ($40.46) 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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