MorganRosel Wealth Management, LLC SPY Holdings History
MorganRosel Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 18,515.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.36 Mil. This investment constitutes 3.14% of their stock portfolio, and MorganRosel Wealth Management, 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 MorganRosel Wealth Management, LLC has made 9 purchases of SPY, at an average price of $289.63, for a total of 57,299.00 shares. In addition, there have been 16 sales at an average price of $391.62 for 38,784.00 shares. Based on historical transaction data and SPY's current price of $628.86, MorganRosel Wealth Management, LLC's estimated gain on his SPY holdings is $10.24 Mil, reflecting a 61.68% gain to date.
MorganRosel Wealth Management, LLC SPY ($628.86) Holding Chart
MorganRosel Wealth Management, LLC SPY ($628.86) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
