PENOBSCOT WEALTH MANAGEMENT SPYV Holdings History
PENOBSCOT WEALTH MANAGEMENT's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 117,682.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.01 Mil. This investment constitutes 2.53% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q1. And since then PENOBSCOT WEALTH MANAGEMENT has made 10 purchases of SPYV, at an average price of $42.72, for a total of 162,148.00 shares. In addition, there have been 3 sales at an average price of $47.66 for 44,466.00 shares. Based on historical transaction data and SPYV's current price of $53.06, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his SPYV holdings is $1.44 Mil, reflecting a 20.75% gain to date.
PENOBSCOT WEALTH MANAGEMENT SPYV ($53.06) Holding Chart
PENOBSCOT WEALTH MANAGEMENT SPYV ($53.06) 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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