Lehman & Derafelo Financial Resources LLC SPY Holdings History
Lehman & Derafelo Financial Resources LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-12-31, Lehman & Derafelo Financial Resources LLC held 18,697.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.15 Mil. This investment constitutes 2.12% of their stock portfolio, and Lehman & Derafelo Financial Resources LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Lehman & Derafelo Financial Resources LLC has made 9 purchases of SPY, at an average price of $356.64, for a total of 19,073.00 shares. In addition, there have been 2 sales at an average price of $377.31 for 376.00 shares. Based on historical transaction data and SPY's current price of $607.12, Lehman & Derafelo Financial Resources LLC's estimated gain on his SPY holdings is $4.69 Mil, reflecting a 68.96% gain to date.
Lehman & Derafelo Financial Resources LLC SPY ($607.12) Holding Chart
Lehman & Derafelo Financial Resources LLC SPY ($607.12) 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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