Lighthouse Financial Advisors, Inc. SPYV Holdings History
Lighthouse Financial Advisors, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 131,743.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $4.99 Mil. This investment constitutes 1.52% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 3 purchases of SPYV, at an average price of $33.27, for a total of 132,051.00 shares. In addition, there have been 2 sales at an average price of $35.10 for 308.00 shares. Based on historical transaction data and SPYV's current price of $53.06, Lighthouse Financial Advisors, Inc.'s estimated gain on his SPYV holdings is $2.61 Mil, reflecting a 59.34% gain to date.
Lighthouse Financial Advisors, Inc. SPYV ($53.06) Holding Chart
Lighthouse Financial Advisors, Inc. SPYV ($53.06) 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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