Navigation Wealth Management, Inc. SPY Holdings History
Navigation Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Navigation Wealth Management, Inc. held 2,626.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.47 Mil. This investment constitutes 2.24% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Navigation Wealth Management, Inc. has made 7 purchases of SPY, at an average price of $432.88, for a total of 918,944.00 shares. In addition, there have been 10 sales at an average price of $473.27 for 916,318.00 shares. Based on historical transaction data and SPY's current price of $611.61, Navigation Wealth Management, Inc.'s estimated gain on his SPY holdings is $37.48 Mil, reflecting a 9.42% gain to date.
Navigation Wealth Management, Inc. SPY ($611.61) Holding Chart
Navigation Wealth Management, Inc. SPY ($611.61) 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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