MARK SHEPTOFF FINANCIAL PLANNING, LLC SPY Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 1,310.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $732,800.00. This investment constitutes 0.4% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 11 purchases of SPY, at an average price of $273.24, for a total of 5,263.00 shares. In addition, there have been 12 sales at an average price of $375.39 for 3,953.00 shares. Based on historical transaction data and SPY's current price of $624.81, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his SPY holdings is $864,338.62, reflecting a 60.10% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC SPY ($624.81) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC SPY ($624.81) 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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