Johnson Midwest Financial, LLC SPY Holdings History
Johnson Midwest Financial, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, Johnson Midwest Financial, LLC held 13,874.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.93 Mil. This investment constitutes 13.27% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Johnson Midwest Financial, LLC has made 3 purchases of SPY, at an average price of $420.73, for a total of 83,502.00 shares. In addition, there have been 4 sales at an average price of $442.53 for 69,628.00 shares. Based on historical transaction data and SPY's current price of $625.34, Johnson Midwest Financial, LLC's estimated gain on his SPY holdings is $4.36 Mil, reflecting a 12.40% gain to date.
Johnson Midwest Financial, LLC SPY ($625.34) Holding Chart
Johnson Midwest Financial, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
