Jenkins Wealth SPY Holdings History
Number of Shares
59,539.00
Current Holdings Value*
$22.77 Mil
% of Portfolio
9.15%
Total Estimate Gain
$7.38 Mil
% of Total Estimate Gain
16.33%
Jenkins Wealth's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-12-31, Jenkins Wealth held 59,539.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.77 Mil. This investment constitutes 9.15% of their stock portfolio, and Jenkins Wealth now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $382.87 for 39,052.00 shares. Based on historical transaction data and SPY's current price of $631.37, Jenkins Wealth's estimated gain on his SPY holdings is $7.38 Mil, reflecting a 16.33% gain to date.
Jenkins Wealth SPY ($631.37) Holding Chart
Jenkins Wealth SPY ($631.37) 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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