New Legacy Group, LLC SPY Holdings History
New Legacy Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, New Legacy Group, LLC held 18,387.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.86 Mil. This investment constitutes 21.49% of their stock portfolio, and New Legacy Group, 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 New Legacy Group, LLC has made 1 purchases of SPY, at an average price of $457.45, for a total of 18,387.00 shares. Based on historical transaction data and SPY's current price of $620.68, New Legacy Group, LLC's estimated gain on his SPY holdings is $3.00 Mil, reflecting a 35.68% gain to date.
New Legacy Group, LLC SPY ($620.68) Holding Chart
New Legacy Group, LLC SPY ($620.68) 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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