NEW ENGLAND GUILD WEALTH ADVISORS, INC. SPY Holdings History
NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2022-12-31, NEW ENGLAND GUILD WEALTH ADVISORS, INC. held 26,625.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.18 Mil. This investment constitutes 5.37% of their stock portfolio, and NEW ENGLAND GUILD WEALTH ADVISORS, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then NEW ENGLAND GUILD WEALTH ADVISORS, INC. has made 6 purchases of SPY, at an average price of $286.56, for a total of 34,696.00 shares. In addition, there have been 12 sales at an average price of $338.81 for 8,071.00 shares. Based on historical transaction data and SPY's current price of $627.58, NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s estimated gain on his SPY holdings is $9.50 Mil, reflecting a 95.56% gain to date.
NEW ENGLAND GUILD WEALTH ADVISORS, INC. SPY ($627.58) Holding Chart
NEW ENGLAND GUILD WEALTH ADVISORS, INC. SPY ($627.58) 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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