MILESTONE WEALTH, LLC SPY Holdings History
MILESTONE WEALTH, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-09-30, MILESTONE WEALTH, LLC held 5,032.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.80 Mil. This investment constitutes 2.15% of their stock portfolio, and MILESTONE WEALTH, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then MILESTONE WEALTH, LLC has made 1 purchases of SPY, at an average price of $448.60, for a total of 5,032.00 shares. Based on historical transaction data and SPY's current price of $624.22, MILESTONE WEALTH, LLC's estimated gain on his SPY holdings is $883,713.64, reflecting a 39.15% gain to date.
MILESTONE WEALTH, LLC SPY ($624.22) Holding Chart
MILESTONE WEALTH, LLC SPY ($624.22) 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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