L.M. KOHN & COMPANY SPY Holdings History
L.M. KOHN & COMPANY's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, L.M. KOHN & COMPANY held 20,214.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.31 Mil. This investment constitutes 2.95% of their stock portfolio, and L.M. KOHN & COMPANY now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q1. And since then L.M. KOHN & COMPANY has made 8 purchases of SPY, at an average price of $455.68, for a total of 25,451.00 shares. In addition, there have been 4 sales at an average price of $508.56 for 5,237.00 shares. Based on historical transaction data and SPY's current price of $627.58, L.M. KOHN & COMPANY's estimated gain on his SPY holdings is $3.75 Mil, reflecting a 32.35% gain to date.
L.M. KOHN & COMPANY SPY ($627.58) Holding Chart
L.M. KOHN & COMPANY SPY ($627.58) 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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