Kowal Investment Group, LLC SPY Holdings History
Kowal Investment Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 22,332.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.81 Mil. This investment constitutes 2.36% of their stock portfolio, and Kowal Investment Group, 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 Kowal Investment Group, LLC has made 10 purchases of SPY, at an average price of $414.43, for a total of 27,589.00 shares. In addition, there have been 5 sales at an average price of $458.79 for 5,257.00 shares. Based on historical transaction data and SPY's current price of $634.42, Kowal Investment Group, LLC's estimated gain on his SPY holdings is $5.15 Mil, reflecting a 45.01% gain to date.
Kowal Investment Group, LLC SPY ($634.42) Holding Chart
Kowal Investment Group, LLC SPY ($634.42) 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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