Maxwell Wealth Strategies Inc. ISPY Holdings History
Maxwell Wealth Strategies Inc.'s ProShares S&P 500 High Income ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 39,154.00 shares of ProShares S&P 500 High Income ETF(ISPY), totaling $1.73 Mil. This investment constitutes 0.71% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.27% of the outstanding ProShares S&P 500 High Income ETF(ISPY) stock.
The initial trade took place in 2024Q1. And since then Maxwell Wealth Strategies Inc. has made 4 purchases of ISPY, at an average price of $43.14, for a total of 39,154.00 shares. Based on historical transaction data and ISPY's current price of $42.86, Maxwell Wealth Strategies Inc.'s estimated gain on his ISPY holdings is $-10,846.90, reflecting a -0.64% gain to date.
Maxwell Wealth Strategies Inc. ISPY ($42.86) Holding Chart
Maxwell Wealth Strategies Inc. ISPY ($42.86) 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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