Kolinsky Wealth Management, LLC SPY Holdings History
Kolinsky Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 11,071.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.49 Mil. This investment constitutes 3.96% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Kolinsky Wealth Management, LLC has made 3 purchases of SPY, at an average price of $458.79, for a total of 17,782.00 shares. In addition, there have been 9 sales at an average price of $438.70 for 6,711.00 shares. Based on historical transaction data and SPY's current price of $623.98, Kolinsky Wealth Management, LLC's estimated gain on his SPY holdings is $1.69 Mil, reflecting a 20.76% gain to date.
Kolinsky Wealth Management, LLC SPY ($623.98) Holding Chart
Kolinsky Wealth Management, LLC SPY ($623.98) 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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